Zebulah Michael Houston

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

• 01/2004 → Present
  Fidelity Brokerage Servicesllc
  Westlake, TX
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Morristown, NJ
  Millburn, NJ
• 2007-09-13 → 2018-07-13
  Strategic Advisers Llc
  Westlake, TX

Other Businesses

OBA-128633|OrgNmn:Houston-Self Farm & Landholdings, LLC|Org Addr:Rhome,Texas,US|OBA Nature:The LLC was created to seperat|Invst Rel:Y|Title:co owner with spouse who is the o|Duties:none|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2007-09-10
• S63 Uniform Securities Agent State Law Examination
  2003-05-08

Other Names

• Zebulah M Houston