Lucas John Matarazzo
Investment adviser representative at MML Investors Services, LLC
3 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$115.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
3 years in the industry.
- MML Investors Services, LLCMar 2017 to now
- Mass Mutual Life Insurance CompanyFeb 2017 to now
- Msi Financial Services IncFeb 2017 to Mar 2017
- Mcadam LLCOct 2014 to Feb 2017
- Purshe Kaplan Sterling InvestmentsOct 2014 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (ME, TX).
MML Investors Services, LLC
$115.6BAssets managed
454,836Clients
5,087Advisers
33 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6364241
- Firm CRD
- 10409