Best Investors
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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2025-10-07 |
Branch Locations
280 Congress St Suite 1300, Boston, MA 02210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Boston | MA | 09/2025 | Present |
| Mml Investors Services, Llc | Boston | MA | 09/2025 | Present |
| Bny Mellon | New York | NY | 05/2018 | 09/2022 |
| Lafayette College Endowment | New York | NY | 10/2015 | 05/2018 |
| Rally Point Racquet Club | Greenville | RI | 10/2022 | 06/2023 |
| North Smithfield School District | North Smithfield | RI | 08/2024 | Present |
| Unemployed | North Smithfield | RI | 07/2023 | 05/2024 |
| Cfp Student | North Smithfield | RI | 05/2024 | 12/2024 |
1) NAME: Jennifer Sterlacci, INV REL: N, ADD: 412 Greenville Road, North Smithfield, RI 02896, NATURE: Sports Official, POSITION: Girls Tennis Coach, START DATE: 8/15/2024, NO. HR/MO: 40, NO. HR/MO DURING SEC TRADING: 20, DUTIES: Running drills and practices, supervising match play, chaperoning 2) NAME: J. Sterlacci Planning Partners LLC, INV REL: Y, ADD: At Residential Address, NATURE/DUTIES: OWNER OF LLC FOR PASS THROUGH COMPENSATION, POSITION: OWNER, START DATE: 07/01/2026, NO. HR/MO: 0, NO. HR/MO DURING SEC TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-28 |
| S65 | Uniform Investment Adviser Law Examination | 2025-06-24 |
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