Lucas MatarazzoCRD Number: 6364241
Current Firm: Mcadam LLC
Lucas Matarazzo (CRD# 6364241) is an Investment Advisor Representative working at Mcadam LLC in Boston, MA and has over 2 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Purshe Kaplan Sterling Investments||Boston, MA||Oct 2014 - Current||2|
|Mcadam LLC||Boston, MA||Oct 2014 - Current||2|
|Ing Financial Partners, Inc.||Boston, MA||Jul 2014 - Oct 2014||< 1|
|Mcadam Financial Group||Boston, MA||Jun 2014 - Oct 2014||< 1|
|Bates College||Lewiston, ME||Sep 2013 - Jun 2014||< 1|
|Boys And Girls Club Of Lower Naugatuck Valley||Shelton, CT||Jun 2013 - Sep 2013||< 1|
|Bates College||Lewiston, ME||Sep 2012 - Jun 2013||< 1|
|Liberty Mutual Insurance||Lewiston, ME||Jun 2012 - Sep 2012||< 1|
|Bates College||Lewiston, ME||Sep 2011 - Jun 2012||< 1|
|Friends Of Bates Athletics||Lewiston, ME||Jun 2011 - Sep 2011||< 1|
|Bates College||Lewiston, ME||Sep 2010 - Jun 2011||< 1|
|Unemployed||Shelton, CT||Jun 2010 - Sep 2010||< 1|
|Choate Rosemary Hall||Wallingford, CT||Sep 2009 - Jun 2010||< 1|
|Unemployed||Shelton, CT||Jun 2009 - Sep 2009||< 1|
|Choate Rosemary Hall||Wallingford, CT||Sep 2008 - Jun 2009||< 1|
|Unemployed||Shelton, CT||Jun 2008 - Sep 2008||< 1|
|Choate Rosemary Hall||Wallingford, CT||Sep 2007 - Jun 2008||< 1|
|Unemployed||Shelton, CT||Jun 2007 - Sep 2007||< 1|
|Shelton High School||Shelton, CT||Sep 2006 - Jun 2007||< 1|
|Unemployed||Shelton, CT||Jun 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
Total Assets Under Management186MILLIONS
Total Number of Accounts2,434ACCOUNTS
Average Account Value$76,497
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CT, DC, DE, FL, GA, IL, MA, MD, NC, NH, NJ, NY, PA, RI, TX, VA
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