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Mark Lombardi

Strategic Advisers LLC

Framingham, MA

Holliston, MA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

405 Cochituate Road, Framingham, MA 01701-4648 • United States

Holliston, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Ins Co Waltham MA 02/2014 01/2017
Nylife Securities Llc Waltham MA 03/2014 01/2017
Eagle Strategies Llc Waltham MA 06/2014 01/2017
Fidelity Brokerage Services Llc Framingham MA 01/2017 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2014 → 01/2017
    New York Life Ins Co
    Waltham, MA
  • 03/2014 → 01/2017
    Nylife Securities Llc
    Waltham, MA
  • 06/2014 → 01/2017
    Eagle Strategies Llc
    Waltham, MA
  • 01/2017 → Present
    Fidelity Brokerage Services Llc
    Framingham, MA
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-06-03
  • S66 Uniform Combined State Law Examination
    2014-06-03
Other Names
  • Mark Joseph Lombardi

View on SEC IAPD

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IMPACT PARTNERSHIP WEALTH, LLC

Other Investors

JASON THOMAS LONGTIN
DAVID TODD HARDING
TIMOTHY JOSEPH KEANE
MATTHEW LITTLE
VINCENT PAUL GRIMALDI
Matthew Thomas Najemy
ARIEL FELIPE ACUNA
KEVIN MICHAEL PIZZOTTI

Other Offices

CETERA INVESTMENT ADVISERS LLC · FRAMINGHAM, MA
LTG CAPITAL LLC · FRAMINGHAM, MA
EDWARD JONES · FRAMINGHAM, MA
EPG INCORPORATED · FRAMINGHAM, MA
TSW WEALTH MANAGEMENT · FRAMINGHAM, MA
WOODSIDE WEALTH MANAGEMENT · FRAMINGHAM, MA
OSAIC WEALTH, INC. · Framingham, MA
IMPACT PARTNERSHIP WEALTH, LLC · Framingham, MA

More in Framingham, MA

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