Mitchell Alan Tofte
Investment Adviser Representative at MFS Institutional Advisors Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Mitchell Alan Tofte is an investment adviser representative with MFS Institutional Advisors Inc. in Tacoma, WA, where they have been registered since 2022. They have worked in the securities industry since 2015 and were previously registered with American Funds Distributors, Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Massachusetts.
Registrations & licenses
- Investment adviser:
- Massachusetts
- Broker:
3 states and territories
Alaska, Texas, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- MetlifeMar 2015 – Dec 2016Charlotte, NC
- American FundsJan 2017 – Jan 2021San Antonio, TX
- American FundsJan 2021 – Jul 2022San Antonio, TX
- MFS Fund Distributors, Inc.Jul 2022 – no end date reportedBoston, MA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About MFS Institutional Advisors Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Performance-based fees
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 53
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Boston, MA
- SEC file number:
- 801-46433
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at MFS Institutional Advisors Inc.
Showing 12 of 53 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mitchell Alan Tofte has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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