Mml Investors Services, LLC
About this Advisor
Lucas Matarazzo is a certified financial planner based out of Boston, Massachusetts, who has been in the advisory business for 10 years. Matarazzo works at Mml Investors Services, LLC. During their career, Matarazzo has held roles at Bates College, Friends Of Bates Athletics, Liberty Mutual Insurance, Boys And Girls Club Of Lower Naugatuck Valley, Ing Financial Partners, Inc, Mcadam Financial Group, Purshe Kaplan Sterling Investments, Mcadam LLC, Msi Financial Services Inc, Mass Mutual Life Insurance Company and Mml Investors Services, LLC. Matarazzo has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Maine. Mml Investors Services, LLC is a company that has its headquarters in Boston, Massachusetts. It has offices in 1,335 locations and a total of 7,471 people on staff. It controls $40 billion in total assets across its 206,878 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 254 charities and foundations. Mml Investors Services, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fees largely are based on which services are offered. Fees charged by Mml Investors Services, LLC may include some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Mml Investors Services, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Lucas Matarazzo Work History
Lucas has 10 years of experience.
Mass Mutual Life Insurance Company
Mml Investors Services, LLC
Msi Financial Services Inc
Ing Financial Partners, Inc
Mcadam Financial Group
Purshe Kaplan Sterling Investments
Boys And Girls Club Of Lower Naugatuck Valley
Liberty Mutual Insurance
Friends Of Bates Athletics
Lucas Matarazzo has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Mml Investors Services, LLC
Kansas City, MO
Newtown Square, PA
Fort Lauderdale, FL
Hunt Valley, MD
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.