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Advisors / Massachusetts / Boston
29yrs

Suzanne Crouch

Financial advisor at MFS Institutional Advisors

Suzanne Crouch has worked in the financial industry for 29 years and is a fiduciary financial advisor based in Boston, Massachusetts. Suzanne joined MFS Institutional Advisors in 2014, a firm offering investment management, private fund management, and retirement plan consulting. The firm is paid through a percentage of assets and performance-based fees.

One of 3765 advisors with offices in Boston, and one of 3311 fiduciaries.

Boston, MA 02199Top 15% by experience at MFS Institutional AdvisorsFiduciary advisor
Call the officeDirections

At a glance

Experience29 years (since 1997)
How that compares ?Top 15% by experience at MFS Institutional Advisors
Office111 Huntington Avenue, Boston, MA 02199
How the firm is paid ?Percent of assets, Performance fee, Other
Typical client at the firm ?$334,948
Advisors at the firm53
States licensed ?1 state

Services through MFS Institutional Advisors

Investment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2014 – now

Questions to ask Suzanne

Tailored to Suzanne’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. Your firm can charge performance-based fees. Would that apply to me?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Suzanne

How do I contact Suzanne?

Call MFS Institutional Advisors at (617) 954-5000 and ask for Suzanne Crouch. Suzanne works from the Boston, MA office.

How long has Suzanne been a financial advisor?

Suzanne has been in the industry since 1997, about 29 years. Top 15% by experience at MFS Institutional Advisors.

What licenses does Suzanne hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Suzanne a fiduciary?

Suzanne is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Suzanne paid?

MFS Institutional Advisors reports being paid by a percentage of the assets they manage, a share of investment gains, other fees. Ask Suzanne for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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