Mayflower Advisors
47yrs
Top advisor by experience at Mayflower Advisors
5yrs
Patrick Mueller
Financial advisor at MFS Institutional Advisors
Based in Boston, Massachusetts, Patrick Mueller is a fiduciary financial advisor with 5 years of industry experience. Patrick has been with MFS Institutional Advisors since 2026; before that, Patrick spent a year at John Hancock Investment Management and a year at Alliancebernstein. MFS Institutional Advisors offers investment management, private fund management, and retirement plan consulting and is paid through a percentage of assets and performance-based fees.
One of 3765 advisors with offices in Boston, and one of 3311 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
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 66Uniform Combined State Law Examination
Career
- Jan 2026 – nowMFS Institutional Advisors Inc.Current firm
- Dec 2024 – Dec 2025John Hancock Investment Management LLCPreviously
- Feb 2024 – Oct 2024John Hancock Investment Management LLCPreviously
- Feb 2023 – Feb 2024Alliancebernstein L.P.Previously
- Jun 2021 – Sep 2021First Command Advisory ServicesPreviously
Contact Patrick
(617) 954-5000MFS Institutional Advisors main office 111 Huntington AvenueBoston, MA 02199Office · Get directions YouTube channelMFS Institutional Advisors
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call MFS Institutional Advisors at (617) 954-5000 and ask for Patrick Mueller. Patrick works from the Boston, MA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Patrick hold?
Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
MFS Institutional Advisors reports being paid by a percentage of the assets they manage, a share of investment gains, other fees. Ask Patrick 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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