Ike U. Elele

CAPITALWIZE | Financial Advisor

Baltimore, MD

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CRD#: 6748378

Professional summary

Ike Ugonnaya Elele, CFP®, who also goes by Ike U Elele, Ike Elele, is a registered financial advisor currently at CAPITALWIZE, LLC located in Baltimore, Maryland.

Ike is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Ike has worked at 7 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Employee and Employer Plan Ben...

Retirement Income Management

Education Planning

Retirement Planning

Investment Planning

Social Security Planning

Tax Planning

Insurance Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Ike U Elele | Ike Elele

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ike Ugonnaya Elele'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®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

February 23, 2026 - Present

CAPITALWIZE, LLC

RIA

CRD#: 288124

Baltimore, MD

Past

October 24, 2024 - January 8, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

LAKE RIDGE, VA

Past

October 24, 2024 - January 8, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

LAKE RIDGE, VA

Past

July 18, 2024 - October 25, 2024

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

COLUMBIA, MD

Past

July 18, 2024 - October 25, 2024

EQUITABLE ADVISORS, LLC

CRD#: 6627

COLUMBIA, MD

Past

March 14, 2024 - July 24, 2024

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

HUNT VALLEY, MD

Past

March 11, 2024 - July 24, 2024

MML INVESTORS SERVICES, LLC

CRD#: 10409

HUNT VALLEY, MD

Past

June 15, 2022 - December 8, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Columbia, MD

Past

June 15, 2022 - December 8, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Columbia, MD

Past

December 20, 2021 - April 28, 2022

T. ROWE PRICE ADVISORY SERVICES, INC.

RIA

CRD#: 108958

Owings Mills, MD

Past

December 20, 2021 - April 28, 2022

T. ROWE PRICE INVESTMENT SERVICES, INC.

CRD#: 8348

OWINGS MILLS, MD

Past

January 5, 2021 - July 14, 2021

MORGAN STANLEY

RIA

CRD#: 149777

Baltimore, MD

Past

January 5, 2021 - July 14, 2021

MORGAN STANLEY

CRD#: 149777

Baltimore, MD

Past

July 27, 2020 - December 22, 2020

T. ROWE PRICE ADVISORY SERVICES, INC.

RIA

CRD#: 108958

Owings mills, MD

Past

April 24, 2017 - December 22, 2020

T. ROWE PRICE INVESTMENT SERVICES, INC.

CRD#: 8348

OWINGS MILLS, MD

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

North Carolina
(2/23/2026)

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 66

Date: 7/24/2020

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/4/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/6/2018

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 4/24/2017

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CAPITALWIZE, LLC

CAPITALWIZE, LLC | MONEY SAVVY FINANCIAL, LLC

CRD#: 288124 / SEC#:

Georgia

Registered Investment Advisory firm - (4/21/2017 Approved)

North Carolina

Registered Investment Advisory firm - (10/11/2017 Approved)

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Contact information

Main Address

1100 Peachtree St. Ne Ste. 200, Atlanta, GA 30309

Mailing Address

Phone number

(800) 835-0863

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	45
AUM (Assets Under Management)	$ 1,391,897

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Ike U. Elele

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ike Ugonnaya Elele's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

T. ROWE PRICE ADVISORY SERVICES, INC.

T. ROWE PRICE INVESTMENT SERVICES, INC.

MORGAN STANLEY

MORGAN STANLEY

T. ROWE PRICE ADVISORY SERVICES, INC.

T. ROWE PRICE INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/24/2020

Series 63

Date: 5/4/2017

Series 7TO

Date: 12/6/2018

SIE

Date: 10/1/2018

Series 6

Date: 4/24/2017

Current Firm

CAPITALWIZE, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CAPITALWIZE, LLC

TRUST BUT VERIFY

Contact information

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