Kate Mbonu

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

• 01/2009 → 04/2017
  Paraclete Care Inc.
  Columbia, MD
• 05/2017 → 09/2019
  Self Employed
  Laurel, MD
• 09/2019 → 07/2021
  Cetera Investment Services Llc
  St Cloud, MN
• 09/2020 → 07/2021
  Cetera Investment Advisers Llc
  Silver Spring, MD
• 07/2021 → Present
  Fidelity Investment
  Laurel, MD
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-08-10 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Covington, KY
• 2020-09-25 → 2021-07-09
  Cetera Investment Advisers Llc
  Silver Spring, MD

Other Businesses

OBA-112980|OrgNmn:International Hearts of Giving inc.|Org Addr:Laurel,Maryland,US|OBA Nature:To help give health access to |Invst Rel:N|Title:Director|Duties:To help cordinate my families acivities and their business. To organize a health fair or medical outreach in Nigeria once every year or wh|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-09-24
• S63 Uniform Securities Agent State Law Examination
  2020-06-29

Other Names

• Kate Mbonu
• Kate Ngozi Eze
• Kate N Mbonu
• Kate Ngozi Mbonu