Michael Anthony Lincoln

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2014 → 05/2017
  Carmax
  Houston, TX
• 05/2017 → 04/2020
  Mackay Marine
  Deer Park, TX
• 03/2020 → 02/2021
  First Command
  Fort Worth, TX
• 02/2021 → 09/2021
  First Command Brokerage Services
  Fort Worth, TX
• 02/2021 → 09/2021
  First Command Advisory Services
  Fort Worth, TX
• 02/2021 → 09/2021
  First Command Insurance Services
  Fort Worth, TX
• 02/2022 → Present
  Fidelity Investments
  Westlake, TX
• 09/2021 → 02/2022
  Unemployed
  Richmond, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-05-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Richmond, TX
• 2021-02-17 → 2021-10-05
  First Command Advisory Services
  Fort Worth, TX
  Houston, TX

Other Businesses

OBA-66456|OrgNmn:Amagine Homes Corporation|Org Addr:Sugar Land,Texas,US|OBA Nature:This corporation was formed to|Invst Rel:Y|Title:Officer|Duties:President/Vice President/Treasurer/Secretary|StrtDt:11-12-18|TotHrs/mon:3|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2021-02-13

Other Names

• Michael Lincoln
• Michael Anthony Lincoln
• Michael A Lincoln