Zachary
Rosenfeld

Mma Securities LLC

CRD#5285691
Investment Advisor
in Boston, MA

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About this Advisor

Zachary Rosenfeld is a financial advisor based in Boston, Massachusetts, working with Mma Securities LLC. Zachary has previously held positions at Fidelity Brokerage Services LLC, Self Employed Rental Property, John Hancock Distributors LLC, John Hancock, Mma Securities LLC, Usi Securities, Inc, and Usi Consulting Group, Inc. Zachary has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Illinois and Ohio. Currently, Zachary is part of Mma Securities LLC, which operates out of Boston, Massachusetts. The firm has 27 offices and 181 employees. The services offered by the firm include pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Mma Securities LLC includes hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Hourly Charges, Fixed Fees, Commissions, Others

Office Location

101 Huntington Ave Suite 401
Boston, MA 02199

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Mma Securities LLC Brokerage Details

Total Number of Employees

181

MA Average: 88

Investment Advisory Services

  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Zachary Rosenfeld Work History

2022 - Present (3 years)

Mma Securities LLC

2019 - Present (6 years)

Usi Securities, Inc

2019 - Present (6 years)

Usi Consulting Group, Inc

2009 - Present (16 years)

Self Employed Rental Property

2015 - 2019 (4 years)

John Hancock Distributors LLC

2015 - 2019 (4 years)

John Hancock

2007 - 2014 (7 years)

Fidelity Brokerage Services LLC

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Disclosures

Please visit the SEC profile of Zachary Rosenfeld to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mma Securities LLC

Dylan Cooke
San Diego, CA
Karen Wilhelms
Boston, MA
Michael Serra
Boston, MA
Matthew Nault
Boston, MA
Taylor Clark
Austin, TX
Matthew Posteuca
Minneapolis, MN
Israel Gratrix
San Diego, CA
Bradley Altman
Dallas, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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