Lucas Matarazzo, financial advisor Boston MA
90 score

Lucas Matarazzo

CRD Number: 6364241
Current Firm: Mml Investors Services, LLC

Lucas Matarazzo (CRD# 6364241) is an Investment Advisor Representative working at Mml Investors Services, LLC in Boston, MA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investors Services, LLC Boston, MA Mar 2017 - Current 1
Massachusetts Mutual Life Insurance Company Springfield, MA Feb 2017 - Current 1
Msi Financial Services Inc. Boston, MA Feb 2017 - Current 1
Purshe Kaplan Sterling Investments Boston, MA Oct 2014 - Feb 2017 2
Mcadam LLC Boston, MA Oct 2014 - Feb 2017 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
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Lucas J. Matarazzo
Phone Number: (413)737-8400
Registered State(s):
  • ME
By the Numbers
  • Total Assets Under Management
    25,618
    MILLIONS
  • Total Number of Accounts
    157,759
    ACCOUNTS
  • Average Account Value
    $162,387
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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