Natalie B Ochoa
Investment adviser representative at MFS Institutional Advisors Inc.
13 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
13 years in the industry.
- MFS Institutional Advisors Inc.Aug 2025 to now
- MFS Fund Distributors, Inc.Jul 2025 to now
- Morgan StanleyOct 2021 to Jun 2025
- UnemployedMay 2021 to Oct 2021
- Hear.comFeb 2021 to Apr 2021
- Circle Security SolutionsJul 2019 to Feb 2021
- StretchzoneJan 2018 to Jul 2018
- HollisterOct 2017 to Dec 2017
- UnemployedAug 2017 to Oct 2017
- Florida International UniversityJun 2017 to Apr 2021
- Little SwimmersJun 2017 to Aug 2017
- Miami Killian Senior High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7448128
- Firm CRD
- 107144