Lucas Pozzetta
Investment adviser representative at MML Investors Services, LLC
14 yearsExperience
1 stateRegistered in
$115.6BFirm assets
33 yearsFirm in business
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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
14 years in the industry.
- MML Investors Services, LLCMay 2025 to now
- MassmutualApr 2025 to now
- Ally Invest AdvisorsOct 2021 to Apr 2025
- Ally Invest Securities LLCJul 2021 to Apr 2025
- Ameriprise Financial Services, LLC.Mar 2020 to Jul 2021
- Fidelity Brokerage Services LLCJan 2018 to Jan 2020
- Millennium RunningFeb 2016 to Nov 2016
- Lucas Pozzetta Professional Athlete (not LLC)Jan 2016 to Jan 2018
- Goodales Bike ShopAug 2012 to Jun 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (NH).
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
- 6905069
- Firm CRD
- 10409