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 2 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 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
Contact Info for Lucas J. Matarazzo
Phone Number: (888) 614-5323
Firm Website: http://mcadamfa.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    186
    MILLIONS
  • Total Number of Accounts
    2,434
    ACCOUNTS
  • Average Account Value
    $76,497
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

CA, CT, DC, DE, FL, GA, IL, MA, MD, NC, NH, NJ, NY, PA, RI, TX, VA

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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