Mark Thomas Lockhart

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

• 11/2021 → 02/2022
  First Command Brokerage Services
  Fayetteville, NC
• 10/2018 → 02/2022
  Military Service
  Fort Campbell, KY
• 05/2015 → 10/2018
  Military Service
  Fort Bragg, NC
• 02/2022 → 08/2022
  First Command Brokerage Services
  Fayetteville, NC
• 02/2022 → 08/2022
  First Command Advisory Services
  Fayetteville, NC
• 02/2022 → 08/2022
  First Command Insurance Services
  Fayetteville, NC
• 09/2022 → Present
  Fidelity Investments
  Durham, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-07-10 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC
  Vass, NC
• 2022-01-26 → 2022-09-01
  First Command Advisory Services
  Fort Worth, TX
  Fayetteville, NC

Exams

• S66 Uniform Combined State Law Examination
  2022-01-25

Other Names

• Sgt Lockhart