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Zebulon Brooks

Strategic Advisers LLC

Merrimack, NH

Bow, NH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-10-10
NH RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-10-10
  • NH RA
    APPROVED
    Since 2025-03-31

Branch Locations

Two Contra Way, Merrimack, NH 03054-4334 • United States

Bow, NH • 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
Fidelity Investments Merrimack NH 04/2021 Present
Lonza Biologics Portsmouth NH 10/2020 04/2021
Kelly Services Portsmouth NH 03/2020 10/2020
Amazon Web Services Hookset NH 11/2019 03/2020
Unemployed Bow NH 06/2019 11/2019
Copper Mountain Resort Frisco CO 10/2013 06/2019
Summit Express Silverthorne CO 06/2014 04/2018
Fidelity Investments Boston MA 03/2025 Present
  • 04/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 10/2020 → 04/2021
    Lonza Biologics
    Portsmouth, NH
  • 03/2020 → 10/2020
    Kelly Services
    Portsmouth, NH
  • 11/2019 → 03/2020
    Amazon Web Services
    Hookset, NH
  • 06/2019 → 11/2019
    Unemployed
    Bow, NH
  • 10/2013 → 06/2019
    Copper Mountain Resort
    Frisco, CO
  • 06/2014 → 04/2018
    Summit Express
    Silverthorne, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-09-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-07
S63 Uniform Securities Agent State Law Examination 2007-09-28
  • S66 Uniform Combined State Law Examination
    2021-09-07
  • S63 Uniform Securities Agent State Law Examination
    2007-09-28
Other Names
  • Zebulon R Brooks
  • Zebulon Brooks

View on SEC IAPD

Other Firms

CHARLES SCHWAB & CO., INC.
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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ON INVESTMENT MANAGEMENT CO
PEAK WEALTH MANAGEMENT LLC
PHOENIX INTERNATIONAL INVESTMENTS LLC
NASHUA CAPITAL MANAGEMENT LLC

Other Investors

SHANNON P MCCABE
BYRON J. THRESHER
RYAN JEREMY CHARETTE
KENNETH ZAHN
STEPHEN A LUNGO
DENNIS CIPRIANO
STEVEN STRAND
BELINDA L TRIPP

Other Offices

STRATEGIC ADVISERS LLC · MERRIMACK, NH
CHARLES SCHWAB & CO., INC. · Nashua, NH
LPL FINANCIAL LLC · NASHUA, NH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHUA, NH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · MERRIMACK, NH
ON INVESTMENT MANAGEMENT CO · MERRIMACK, NH
PEAK WEALTH MANAGEMENT LLC · NASHUA, NH
PHOENIX INTERNATIONAL INVESTMENTS LLC · NASHUA, NH

More in Merrimack, NH

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