Lucas Matarazzo
Lucas Matarazzo is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Boston, MA, with 12 years of industry experience. Lucas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1 Marina Park Drive, Ste 1600, Boston, MA, 02210-1832
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lucas works as an agent for a non-MMLIA insurance brokerage, selling individual life, health, disability, and long-term care insurance. He dedicates minimal time to this activity.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
MML Investors Services, LLC
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Mcadam LLC
Purshe Kaplan Sterling InvestmentsBroker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations26 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- William Moody, CFPMML Investors Services, LLC
- Charles Floeckher, CFPMML Investors Services, LLC
- Ryan WagnerMML Investors Services, LLC
- William CondonMML Investors Services, LLC
- Guhan Mohan, CFPMML Investors Services, LLC
- Herbert Daroff, CFPMML Investors Services, LLC