UK
Uchechi Kalu
CULVER CITY, CA
Some features on this profile are disabled
CRD#: 7478143
UK
Professional summary
Uchechi Kalu was a registered financial advisor .
Uchechi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Uchechi had worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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 name of the other business: Marhabtain Arabic; whether the business is investment related: No; the address of the other business: 11515 Bradson Place Culver City, CA, 90230; the nature of the other business: Teaching language learning students how to learn Levantine Arabic; your position: Owner; title, or relationship with the other business: Owner the start date of your relationship: June 2022; the approximate number of hours/month you devote to the other business: 5; the number of hours you devote to the other business during securities trading hours: 0; and briefly describe your duties relating to the other business: Teacher
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
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
September 11, 2025 - Present
CULVER CITY, CA
Past
October 24, 2024 - April 23, 2025
ELLEVEST
RIA
CRD#: 175476
Culver City, CA
Past
March 1, 2022 - October 9, 2024
ABACUS WEALTH PARTNERS
RIA
CRD#: 128590
SANTA MONICA, CA
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(9/11/2025)
Current firm
No current employment
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
