Adaeze Ezeh
Advisor at Endowe Advisory LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Endowe Advisory LLC
Location
San Jose, CA 95113
Credentials
Series 65
Industry experience
< 1 year
About
Adaeze Ezeh is a Series 65-licensed financial advisor at Endowe Advisory LLC with one year of industry experience. Prior to joining Endowe Advisory, Ezeh held roles at companies including Applied Intuition, Ledabox Inc., Workboard Inc., Applied Materials, Juniper Networks, and Synaptics Inc. Ezeh is also involved with Ledabox LLC and Endowe Inc. Endowe Advisory LLC provides automated investment advisory services to individual U.S. investors through a proprietary website and mobile app, using algorithm-driven portfolio construction and model portfolios with Interactive Brokers as custodian. The firm integrates its platform with a gift-registry service to facilitate contributions and offers discretionary asset management without individualized human advice.
Client services
Based on Endowe Advisory LLC
Portfolio management
Management of accounts for gift registry recipients
Management of accounts for gift registry recipients
Fee options
0.25% annually
Location
18 South 2nd Street
San Jose, CA 95113
Most active in
Adaeze E has reported serving >5 clients in these states in the last 12 months.
California · Texas
Work history
Endowe Advisory LLC
2025 - Present (1 year)
Ledabox LLC (formerly known as Ledabox Inc.)
2025 - Present (1 year)
Endowe Inc.
2025 - Present (1 year)
Applied Intuition, Inc.
2025 - 2025 (1 year)
Ledabox Inc.
2023 - 2025 (2 years)
Workboard Inc.
2021 - 2023 (2 years)
Applied Materials
2021 - 2021 (1 year)
Juniper Networks
2018 - 2020 (2 years)
Synaptics Inc.
2013 - 2018 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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