Adviser and broker representative · MML Investors Services, LLC
Samuel J. Lusardi
CRD 6759460 · Springfield, MA
At a glance
Samuel J. Lusardi is an investment adviser representative with MML Investors Services, LLC in Springfield, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Samuel’s SEC record dates to 2023, about 3 years ago. Samuel is also registered as a broker representative.
Current advisory firm
- MML Investors Services, LLCSince March 2023Springfield, MA · $116B in regulatory assets
SEC adviser record
- Registered since
- 2023 (3 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Samuel’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
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