Lucas
Matarazzo

Mml Investors Services, LLC

CRD#6364241
Investment Advisor
in Boston, MA

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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

Series 66, CERTIFIED FINANCIAL PLANNER™

Years of Experience

10 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

200 Clarendon St, 19Th and 25Th Floors
Boston, MA 02116

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$39,563,066,947

MA Average: $16,012,751,954
Total Number of Employees

7,471

MA Average: 118
Total Number of Accounts

206,878

MA Average: 4,567
Average Account Size

$191,239

MA Average: $3,506,186

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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
  • Other

Lucas Matarazzo Work History

Lucas has 10 years of experience.

2017 - Present (5 years)

Mass Mutual Life Insurance Company

2017 - Present (5 years)

Mml Investors Services, LLC

2017 - 2017 (< 1 year)

Msi Financial Services Inc

2014 - 2014 (< 1 year)

Ing Financial Partners, Inc

2014 - 2014 (< 1 year)

Mcadam Financial Group

2014 - 2017 (3 years)

Purshe Kaplan Sterling Investments

2014 - 2017 (3 years)

Mcadam LLC

2013 - 2013 (< 1 year)

Boys And Girls Club Of Lower Naugatuck Valley

2013 - 2014 (1 year)

Bates College

2012 - 2012 (< 1 year)

Liberty Mutual Insurance

2012 - 2013 (1 year)

Bates College

2011 - 2011 (< 1 year)

Friends Of Bates Athletics

2011 - 2012 (1 year)

Bates College

2010 - 2011 (1 year)

Bates College

Disclosures

Lucas Matarazzo has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Kayla Moore
Kansas City, MO
Ryan Clarke
Greenvale, NY
Ryan Galloway
Newtown Square, PA
Samuel Eppy
Fort Lauderdale, FL
Christopher Nunn
Roseville, CA
Jesus Jaramillo
Scottsdale, AZ
Philip Insley
Hunt Valley, MD
John Jordan
Madison, MS

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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.

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