Emmanuel C Ezike Ii

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

• 09/2013 → 11/2016
  Wells Fargo Advisors Llc.
  Charlotte, NC
• 11/2016 → 06/2017
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
• 09/2017 → 03/2020
  Lpl Financial, Llc
  Fort Mill, SC
• 02/2021 → 03/2021
  Wells Fargo Clearing Services
  Charlotte, NC
• 03/2021 → 07/2022
  Wells Fargo Clearing Services
  Charlotte, NC
• 03/2020 → 01/2021
  Unemployed
  Charlotte, NC
• 07/2022 → Present
  Fidelity Investments
  Durham, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-10-27 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC
• 2021-04-30 → 2022-07-14
  Wells Fargo Clearing Services, Llc
  St. Louis, MO
  Charlotte, NC
  Charlotte, NC
• 2014-02-05 → 2017-07-07
  Wells Fargo Clearing Services, Llc
  Charlotte, NC

Other Businesses

OBA-131989|OrgNmn:SwapX|Org Addr:Zebulon,North Caro,US|OBA Nature:Online marketplace for selling|Invst Rel:N|Title:Partner|Duties:Co-founder with spouse|StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|OBA-114648|OrgNmn:Linius Realty Group|Org Addr:Zebulon,North Caro,US|OBA Nature:Partner with spouse to buy and|Invst Rel:Y|Title:Partner|Duties:Buy and rent properties|StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|OBA-113327|OrgNmn:Emmanuel C Ezike II|Org Addr:Zebulon,North Caro,US|OBA Nature:Writing, publishing and market|Invst Rel:N|Title:Sole Proprietor|Duties:Writing, publishing, and marketing books and screenplays under own name|StrtDt:|TotHrs/mon:30|TrdHrs/mon:0|OBA-123594|OrgNmn:Tar Heel Digital|Org Addr:Zebulon,North Caro,US|OBA Nature:Creating websites and promotio|Invst Rel:N|Title:Sole Proprietor|Duties:I'll be creating websites and promotional videos for local businesses on demand.|StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|OBA-89311|OrgNmn:Linius Publishing|Org Addr:Charlotte,North Caro,US|OBA Nature:Writing and publishing books o|Invst Rel:N|Title:Sole Proprietor|Duties:Writing and publishing|StrtDt:07-04-17|TotHrs/mon:30|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2021-04-30
• S63 Uniform Securities Agent State Law Examination
  2004-10-04

Other Names

• Emmanuel Chidi Ezike
• Emmanuel Chidi Ezike
• Emmanuel C Chidi Ezike Ii