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Heidi Hardin

Director, Chair of the Board and Secretary at MFS Institutional Advisors

No current adviser or broker registrationSEC record checked 17 October 2026

0
Past adviser firms
4
Licensing exams

IAPD record retrieved 17 October 2026SEC record

Heidi Hardin is Director, Chair of the Board and Secretary of MFS Institutional Advisors Inc., a Boston investment adviser managing $114B. Heidi Hardin has passed the Series 63, Series 7, Series 24 and SIE.

Role at MFS Institutional Advisors

Title on Schedule A
Director, Chair of the Board and Secretary
Control
Heidi Hardin is a control person of MFS Institutional Advisors.
Ownership
An individual ownership band is not available in the source record.
Tenure
Heidi Hardin has held the filed role since January 2022.

The firm

MFS Institutional Advisors Inc.
Boston, MA

Form ADV filed 31 March 2026

$114B AUM13,555 clients327 advisers1 offices

Career on record

Firms and exams, newest first
  1. Passed SIE · 2018
  2. Passed Series 24 · 1997
  3. Passed Series 63 and Series 7 · 1996

Registrations and exams

No current adviser or broker registration. Heidi Hardin has passed 4 qualifying exams.

Examinations

Series 639 August 1996
Name
Uniform Securities Agent State Law Examination
Series 2430 January 1997
Name
General Securities Principal Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 712 December 1996
Name
General Securities Representative Examination

Individual record

Full name
Heidi Walter Hardin
CRD
2619251
Firm
MFS Institutional Advisors Inc.
Registration status
No current adviser or broker registration
Firm bio
wwwcdn.mfs.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

MFS says Hardin joined in 2017 from Harris Associates, where she had been general counsel since 2015. Official firm biography

Education

Common questions

Where does Heidi Hardin work?

Heidi Hardin has been Director, Chair of the Board and Secretary of MFS Institutional Advisors Inc. since January 2022, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 31 March 2026

Does Heidi Hardin have a current investment-adviser registration?

Heidi Hardin has no current investment-adviser or broker registration, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

What exams has Heidi Hardin passed?

Heidi Hardin has passed 4 licensing exams: the Series 63, Series 7, Series 24 and SIE. The earliest, the Series 63, was passed in August 1996.

Source: IAPD individual record, checked 17 October 2026

Leadership at MFS Institutional Advisors

Sources

  1. IAPD individual record, CRD 2619251. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of MFS Institutional Advisors Inc., filed 31 March 2026. Title, control and ownership bands.
  3. MFS Institutional Advisors team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Heidi Hardin or MFS Institutional Advisors Inc. and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.