Lucas Ascoli
Investment Adviser Representative at Columbia Management Investment Advisers, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Lucas Ascoli is an investment adviser representative with Columbia Management Investment Advisers, LLC in Boston, MA, where they have been registered since 2026. They have worked in the securities industry since 2025 and were previously registered with MML Investors Services, LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Massachusetts.
Office
Advisors at this office: 135
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Massachusetts
- Broker:
3 states and territories
Massachusetts, New Mexico, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Park Avenue Securities LLCMar 2024 – Nov 2024Needham, MA
- MassMutual Life Insurance CoMay 2025 – Mar 2026Boston, MA
- MML Investors Services, LLCJun 2025 – Mar 2026Boston, MA
- Bryant UniversityAug 2020 – Aug 2025Smithfield, RI
- The Bulfinch GroupMay 2024 – Aug 2024Needham, MA
- Sunset PierMay 2024 – Aug 2024Quincy, MA
- Granite TelecommunicationsMay 2023 – Aug 2023Quincy, MA
- River BarMay 2022 – Aug 2022Somerville, MA
- Mal Elfman's FlooringMay 2021 – Aug 2021Mansfield, MA
- Firefly Yoga StudiosFeb 2018 – Aug 2018Foxboro, MA
- Mansfield High SchoolSep 2014 – May 2020Mansfield, MA
- Columbia Management Investment Distributors, Inc.Mar 2026 – no end date reportedBoston, MA
- Columbia Management Investment Advisers, LLCMar 2026 – no end date reportedBoston, MA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Columbia Management Investment Advisers, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Performance-based fees
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 196
- Offices listed on AdvisorFinder:
- 10
- Main office:
- Boston, MA
- SEC file number:
- 801-25943
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 23, 2026
View full firm profileOther advisors at Columbia Management Investment Advisers, LLC
Showing 12 of 196 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lucas Ascoli has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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