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Robert Zachary Houze

Strategic Advisers LLC

Covington, KY

Florence, 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

Florence, 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
Fidelity Investments Covington KY 06/2021 Present
Boone County Jail Burlington KY 07/2019 05/2021
Whelan Security Crescent Springs KY 03/2019 07/2019
Henderson Restoration And Cleaning Idaho Falls ID 08/2018 02/2019
Progrexion Telemarketing Rexburg ID 01/2018 08/2018
Kohls Ammon ID 09/2017 12/2017
Insight Pest Solutions Federal Way WA 07/2017 09/2017
1St Choice Aerospace Hebron KY 08/2016 04/2017
Fidelity Investments Boston MA 03/2025 Present
  • 06/2021 → Present
    Fidelity Investments
    Covington, KY
  • 07/2019 → 05/2021
    Boone County Jail
    Burlington, KY
  • 03/2019 → 07/2019
    Whelan Security
    Crescent Springs, KY
  • 08/2018 → 02/2019
    Henderson Restoration And Cleaning
    Idaho Falls, ID
  • 01/2018 → 08/2018
    Progrexion Telemarketing
    Rexburg, ID
  • 09/2017 → 12/2017
    Kohls
    Ammon, ID
  • 07/2017 → 09/2017
    Insight Pest Solutions
    Federal Way, WA
  • 08/2016 → 04/2017
    1St Choice Aerospace
    Hebron, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-09-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-05
S63 Uniform Securities Agent State Law Examination 2022-03-28
  • S66 Uniform Combined State Law Examination
    2023-09-05
  • S63 Uniform Securities Agent State Law Examination
    2022-03-28
Other Names
  • Zack Houze
  • Robert Houze

View on SEC IAPD

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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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