Lucas Matarazzo, financial advisor Boston MA
88 score

Lucas Matarazzo

CRD 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 3 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments Boston, MA Oct 2014 - Current 3
Mcadam LLC Boston, MA Oct 2014 - Current 3
Ing Financial Partners, Inc. Boston, MA Jul 2014 - Oct 2014 < 1
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Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Lucas J. Matarazzo
Phone Number: (888) 614-5323
Firm Website:
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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