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Lauren Mary Byrne

MFS Institutional Advisors Inc.

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About Lauren Mary Byrne

Lauren Byrne is a financial professional with over 12 years of experience in the industry. Lauren is currently a registered representative of MFS Institutional Advisors Inc., and is registered in 53 states and Washington, D.C. for securities. Lauren also holds a Series 24 general securities principal license. Prior to joining MFS, Lauren was associated with COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC., and FIFTH THIRD SECURITIES, INC., in various roles. Lauren provides investment advisory services to a range of clients, including high-net-worth individuals, corporations, and institutions.

Firm Information

Lauren Byrne is currently registered with MFS Institutional Advisors Inc.. MFS Institutional Advisors Inc. is a Boston, MA-based investment advisor with over $128 billion in regulatory assets under management. The firm provides a variety of investment advisory services, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also offer pension consulting and selection of other advisors. MFS Institutional Advisors Inc. primarily serves high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, state or municipal government entities, and sovereign wealth funds and foreign official institutions.
MFS Institutional Advisors Inc.

111 HUNTINGTON AVENUE

BOSTON, MA 02199-7618

$128.52B

Assets Under Management

16

Total Clients

48

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Transfer pricing arrangements with affiliates

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Lauren Byrne’s Registration & Firm History

MA

09/06/2024 - Present

MFS Institutional Advisors Inc. (Scituate MA)

MA

09/09/2014 - 07/31/2024

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)

TN

12/04/2013 - 09/08/2014

FIFTH THIRD SECURITIES, INC. (FRANKLIN TN)

FL

06/25/2012 - 11/13/2013

FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)

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Licenses & Designations

BOTH

Issued 04/12/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/23/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/29/2017

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/22/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lauren Mary Byrne.
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