EE
Emmanuel C C. Ezike Ii
STRATEGIC ADVISERS LLC
ZEBULON, NC
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CRD#: 4847636
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Professional summary
Emmanuel C Chidi Ezike Ii, who also goes by Emmanuel Chidi Ezike II, Emmanuel Chidi Ezike, Emmanuel C Chidi Ezike Ii, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Zebulon, North Carolina and FIDELITY BROKERAGE SERVICES LLC located in Durham, North Carolina.
Emmanuel C is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Emmanuel C has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Emmanuel Chidi Ezike Ii | Emmanuel Chidi Ezike | Emmanuel C Chidi Ezike Ii
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.
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-119456|OrgNmn:Zebulon Dish|Org Addr:Zebulon, N,North Caro,US|OBA Nature:Zebulon Community Newsletter|Invst Rel:N|Title:Independent Contractor|Duties:Will serve as contributing editor for my spouse's newsletter from time to time.|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|OBA-117095|OrgNmn:insPradio|Org Addr:Zebulon,North Caro,US|OBA Nature:Inspirational audio streaming |Invst Rel:N|Title:Sole Proprietor|Duties:App creator|StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Emmanuel C Chidi Ezike Ii'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®
NoneExperience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 100 New Millennium Way, Durham, NC 27709RIA
CRD#: 104555
ZEBULON, NC
Current
September 27, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 100 New Millennium Way, Durham, NC 27709BD
CRD#: 7784
Durham, NC
Past
October 27, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
DURHAM, NC
Past
April 30, 2021 - July 14, 2022
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
CHARLOTTE, NC
Past
March 18, 2021 - July 14, 2022
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
CHARLOTTE, NC
Past
October 5, 2017 - March 25, 2020
LPL FINANCIAL LLC
BD
CRD#: 6413
FORT MILL, SC
Past
February 5, 2014 - July 7, 2017
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
CHARLOTTE, NC
Past
November 26, 2013 - July 7, 2017
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
CHARLOTTE, NC
Past
November 2, 2012 - June 27, 2013
QUESTAR CAPITAL CORPORATION
BD
CRD#: 43100
MINNEAPOLIS, MN
Past
January 3, 2011 - November 7, 2011
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
MINNEAPOLIS, MN
Past
June 11, 2007 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC
BD
CRD#: 10582
MINNEAPOLIS, MN
Past
August 18, 2005 - October 23, 2006
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
BLOOMINGTON, MN
Past
September 29, 2004 - May 19, 2005
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
September 29, 2004 - May 19, 2005
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Massachusetts(9/27/2022)
RR
North Carolina(9/27/2022)
IAR
North Carolina(3/31/2025)
RR
Texas(9/27/2022)
RR
Utah(9/27/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
