MD
Mark G. Distefano
CARR FINANCIAL GROUP
WORCESTER, MA 01605
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CRD#: 7747034
MD
Mark Graziano DistefanoCARR FINANCIAL GROUP
Professional summary
Mark Graziano Distefano, who also goes by Mark Distefano, Mark Graziano Distefano, is a registered financial advisor currently at CARR FINANCIAL GROUP located in Worcester, Massachusetts.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Mark has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.
At a Glance
Always Fiduciary
Aliases
Mark Distefano | Mark Graziano Distefano
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1.) NAME OF OBA: LIFE INSURANCE SALES; ADDRESS OF OBA: BOLTON, MA 01740; NATURE: SALE OF FIXED LIFE INSURANCE PRODUCTS, INCLUDING THE SOLICITATION, DISCUSSION, AND PLACEMENT OF INSURANCE POLICIES AS PART OF INSURANCE PRODUCER ACTIVITIES; INVESTMENT-RELATED: YES; TITLE WITH OBA: LICENSED INSURANCE PRODUCER; DUTIES: SOLICITATION AND SALE OF FIXED LIFE INSURANCE PRODUCTS, INCLUDING DISCUSSING PRODUCT FEATURES, COMPLETING APPLICATIONS, AND ASSISTING WITH POLICY DELIVERY. NO SECURITIES-RELATED ACTIVITIES OR INVESTMENT ADVISORY SERVICES ARE INVOLVED; START DATE: 07/10/2024; APPROX. NUMBER OF HOURS/MONTH: 0-1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (2.) NAME OF OBA: GRAZIANO FERRANTE LLC; ADDRESS OF OBA: BOLTON, MA 01740; NATURE: CO-OWNER AND MEMBER OF AN LLC ENGAGED IN THE PURCHASE, DEVELOPMENT, CONSTRUCTION, OWNERSHIP, MANAGEMENT, AND SALE OF REAL PROPERTY, WITH MINIMAL INVOLVEMENT IN DAY-TO-DAY OPERATIONS; INVESTMENT-RELATED: NO; TITLE WITH OBA: CO-OWNER/MEMBER; DUTIES: SHARED OVERSIGHT OF PROPERTY OPERATIONS AND MINOR ADMINISTRATIVE TASKS; START DATE: 01/01/2026; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0;
CRS (Client Relationship Summary) - RIA
Click below to view Mark Graziano Distefano's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 10, 2026 - Present
CARR FINANCIAL GROUP
Office #1: 20 Park Avenue Ste #201, Worcester, MA 01605RIA
CRD#: 317321
WORCESTER, MA
Past
November 14, 2024 - November 10, 2025
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
BOSTON, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CF
CARR FINANCIAL GROUP
CARR FINANCIAL GROUP | LUCEY ADVISORY GROUP DBA | CARR FINANCIAL GROUP CORPORATION
CRD#: 317321 / SEC#: 801-123187
RIA
Registered Investment Advisory firm - (2/7/2022 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Massachusetts(1/23/2026)
IAR
Texas(1/10/2026)
Exams
What does exam status mean?
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
PR
Series 7TO
Passed: 11/14/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
CF
CARR FINANCIAL GROUP
CARR FINANCIAL GROUP | LUCEY ADVISORY GROUP DBA | CARR FINANCIAL GROUP CORPORATION
CRD#: 317321 / SEC#: 801-123187
RIA
Registered Investment Advisory firm - (2/7/2022 Approved)Loading...
Contact information
Main Address
20 Park Avenue Ste #201, Worcester, MA 01605
Mailing Address
Phone number
(508) 795-0264
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,560 |
| AUM (Assets Under Management) | $ 744,163,845 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 05/29/2026 | ||
| 05/29/2025 | ||
| 11/20/2024 | ||
| 05/30/2024 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CARR FINANCIAL GROUP
CRD#: 317321Worcester, MA 01605TRUST BUT VERIFY
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