Cletus E. Emeziem

CME STRATEGIC WEALTH MANAGEMENT

Temecula, CA 92590

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CRD#: 2692280

Professional summary

Cletus Enyinia Emeziem, who also goes by Anthony Emeziem, Cletus Emeziem, is a registered financial advisor currently at CME STRATEGIC WEALTH MANAGEMENT located in Temecula, California.

Cletus is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Cletus has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Anthony Emeziem | Cletus Emeziem

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) STRATEGIC PROFESSIONAL TAX SERVICE - TAX PREPARATION - 36882 GENIMA AVE, MURRIETA, CA 92563 - TAX PREPARER/OWNER - STARTED 2/2012; 2) RENTAL PROPERTY - RENTAL REAL ESTATE; 36882 Gemina Ave, Murrieta, CA 92563, Not investment related, minimum amount of hours per month; 3) CME Strategic Wealth Management, 43537 Ridge Park Drive Suite 101, Temecula, CA 9250, a Registered Investment Adviser .4) Licensed Life Insurance and Variable annuity agent not currently active .5) Zemac Group LLC. Glendale AZ. Assist in management of real estate properties for my family, approximately 5 hours a month. Not investment related activity.6) Resort /vacation sharing business (Eldorado Resorts)- started in Oct 2022 (marketing posn)- about 15/wk hrs per wk / 60 hrs per mnth (Not investment related activity). Market hours not impacted by outside business activities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cletus Enyinia Emeziem's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 12, 2016 - Present

CME STRATEGIC WEALTH MANAGEMENT

Office #1: 43537 Ridge Park Drive, Suite 100, Temecula, CA 92590

RIA

CRD#: 282471

Temecula, CA

Past

November 11, 2015 - March 15, 2022

TRADINGBLOCK

CRD#: 128605

Las Vegas, NV

Past

March 4, 2015 - November 11, 2015

SCF INVESTMENT ADVISORS, INC.

RIA

CRD#: 123608

FRESNO, CA

Past

March 4, 2015 - March 5, 2015

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

SAN DIEGO, CA

Past

March 4, 2015 - November 11, 2015

SCF SECURITIES, INC.

CRD#: 47275

Temecula, CA

Past

December 21, 2010 - February 12, 2015

LPL FINANCIAL LLC

RIA

CRD#: 6413

MURRIETA, CA

Past

December 17, 2010 - February 12, 2015

LPL FINANCIAL LLC

CRD#: 6413

MURRIETA, CA

Past

February 13, 2008 - December 6, 2010

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

PHOENIX, AZ

Past

February 1, 2008 - December 6, 2010

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

PHOENIX, AZ

Past

April 16, 2007 - February 4, 2008

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

GLENDALE, AZ

Past

November 6, 2006 - February 4, 2008

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

GLENDALE, AZ

Past

January 31, 1996 - November 7, 2006

CHARLES SCHWAB & CO., INC.

CRD#: 5393

PHOENIX, AZ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(2/12/2016)

IAR

Louisiana
(12/20/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/6/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/20/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/14/1995

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 6/25/2001

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 5/22/2001

General Securities Sales Supervisor - Options Module Examination

Current Firm

CME STRATEGIC WEALTH MANAGEMENT

CME STRATEGIC WEALTH MANAGEMENT | EMEZIEM, CLETUS, ENYINIA | EMEZIEM, CLETUS

CRD#: 282471 / SEC#:

Arizona

Registered Investment Advisory firm - (2/3/2022 Approved)

California

Registered Investment Advisory firm - (2/12/2016 Approved)

Louisiana

Registered Investment Advisory firm - (1/4/2022 Approved)

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Contact information

Main Address

43537 Ridge Park Drive, Suite 100, Temecula, CA 92590

Mailing Address

29091 Calle Del Buho, Murrieta, CA 92563

Phone number

(951) 350-3670

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	24
AUM (Assets Under Management)	$ 549,166

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Cletus E. Emeziem

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cletus Enyinia Emeziem's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRADINGBLOCK

SCF INVESTMENT ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

SCF SECURITIES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

CHARLES SCHWAB & CO., INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/6/2007

Series 63

Date: 12/20/1995

SIE

Date: 10/1/2018

Series 7

Date: 12/14/1995

Series 10

Date: 6/25/2001

Series 9

Date: 5/22/2001

Current Firm

CME STRATEGIC WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CME STRATEGIC WEALTH MANAGEMENT

TRUST BUT VERIFY

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