Patrick Mueller
Investment adviser representative at MFS Institutional Advisors Inc.
17 yearsExperience
1 stateRegistered in
$113.6BFirm assets
32 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- MFS Institutional Advisors Inc.Jan 2026 to now
- MFS Fund Distributors, Inc.Jan 2026 to now
- John HancockFeb 2024 to Dec 2025
- John Hancock Distributors LLCFeb 2024 to Dec 2025
- John Hancock Investment Management Distributors LLCFeb 2024 to Dec 2025
- John Hancock Investment Management LLCFeb 2024 to Dec 2025
- Alliancebernstein Investments, Inc.Jan 2023 to Feb 2024
- Nylife Securities LLCOct 2021 to Jan 2023
- New York Life Insurance CoAug 2021 to Jan 2023
- First Command Advisory ServicesJun 2021 to Aug 2021
- First Command Financial PlanningJun 2021 to Aug 2021
- First Command Insurance AgentJun 2021 to Aug 2021
- First CommandJan 2021 to Jun 2021
- HeoApr 2019 to Dec 2020
- Fuchs Asste ManagementFeb 2019 to Mar 2019
- KpmgJul 2018 to Jan 2019
- KpmgOct 2017 to Jun 2018
- Saarland UniversityOct 2009 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MA).
MFS Institutional Advisors Inc.
$113.6BAssets managed
13,555Clients
53Advisers
32 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7331559
- Firm CRD
- 107144