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 who works in Boston, Massachusetts. Rosenfeld works at Mma Securities LLC. Over the course of their career, they have held roles at Fidelity Brokerage Services LLC, Self Employed Rental Property, John Hancock Distributors LLC, John Hancock, Usi Consulting Group, Inc, Usi Securities, Inc and Mma Securities LLC. Rosenfeld maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and is approved to operate in Illinois and Ohio. Mma Securities LLC is a registered investment company that has its headquarters in New York, NY. The firm has offices in 27 locations and a total of 169 financial advisors. Mma Securities LLC provides a wide range of services, including pension consulting services, selection of other advisers, educational seminars and other services. Financial management fee schedules typically are based on the financial services offered. Fees charged by Mma Securities LLC likely include any blend of hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

less than 1 year

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

169

MA Average: 88

Investment Advisory Services

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

Zachary Rosenfeld Work History

Zachary has been registered as a financial advisor for 0 years.*

2022 - Present (2 years)

Mma Securities LLC

2019 - Present (5 years)

Usi Consulting Group, Inc

2019 - Present (5 years)

Usi Securities, Inc

2009 - Present (15 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

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

Gary Reding
Chesterfield, MO
Michael Warlof
San Diego, CA
Melissa Lacey
San Diego, CA
Maureen Lindert
Boston, MA
Nathan Rasmussen
Boston, MA
Jennifer Conklyn
Boston, MA
Ryan Brennan
Boston, MA
Moira Hagy
Minneapolis, MN

The content in this profile was updated by SmartAsset on 4/16/2023. 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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