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Adaeze Ezeh

ENDOWE ADVISORY
San Jose, CA 95113
CRD#: 8164551
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AE
Adaeze EzehENDOWE ADVISORY

Professional summary

Adaeze Ezeh is a registered financial advisor currently at ENDOWE ADVISORY LLC located in San Jose, California.

Adaeze is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Adaeze has worked at 1 firm and has passed the Series 65 and SIE exams.

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 advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adaeze Ezeh's CRS (Customer Relationship Summary).
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

December 8, 2025 - Present

ENDOWE ADVISORY LLC

Office #1: 18 South 2nd Street, San Jose, CA 95113
RIA
CRD#: 338697
San Jose, 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
(12/8/2025)
IAR
Texas
(12/8/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/20/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/30/2025
Securities Industry Essentials Examination

Current Firm

EA
ENDOWE ADVISORY LLC
ENDOWE ADVISORY LLC

CRD#: 338697 / SEC#: 801-134897

RIA
Registered Investment Advisory firm - (12/8/2025 120-Day Approval)
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Contact information

Main Address
18th South 2nd Street, San Jose, CA 95113
Mailing Address
Phone number
(650) 469-3120
Established
Firm type
Fiscal year end
# of Employees
1

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A FIRM BROCHURE (11/5/2025)
0

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.

Company Information

ENDOWE ADVISORY LLC

CRD#: 338697San Jose, CA 95113

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