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Matthew Andrew Lobaugh

Strategic Advisers LLC

Covington, KY

Fort Thomas, KY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Fort Thomas, KY • 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
Mackey Advisors Bellevue KY 10/2015 09/2019
Fidelity Brokerage Services, Llc Covington KY 12/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2015 → 09/2019
    Mackey Advisors
    Bellevue, KY
  • 12/2019 → Present
    Fidelity Brokerage Services, Llc
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-03-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
  • 2015-10-21 → 2019-09-20
    The Prosperity People
    Bellevue, KY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-03-16
S65 Uniform Investment Adviser Law Examination 2015-12-10
  • S63 Uniform Securities Agent State Law Examination
    2020-03-16
  • S65 Uniform Investment Adviser Law Examination
    2015-12-10
Other Names
  • Matt Lobaugh
  • Matthew Andrew Lobaugh
  • Matthew Lobaugh

View on SEC IAPD

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Other Investors

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CHRISTOPHER M HATFIELD
JOSEPH D QUIGLEY
BERNARD WILLIAM WESSELMAN
DUSTIN WATKINS
TIMOTHY J WALLIN
JAIME MARIE LANHAM
DONALD W STEWART

Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY
ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY
EP WEALTH ADVISORS · Fort Wright, KY
DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
EP WEALTH ADVISORS · FORT WRIGHT, KY

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