CU
CU

Chukwuemeka Uzoukwu

12 Years of Experience
Spring, TX
1 DisclosureSells Insurance

Chukwuemeka Uzoukwu is a registered investment advisor at Dynamique Capital Advisors, based in Spring, TX, with 12 years of industry experience. Chukwuemeka operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 10 clients with $25M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
10 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$25.3M

Fee Structure

Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Spring, TX

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History

Regulatory History (1)
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Customer Dispute
January 2008
Settled
Other Business ActivitiesSells Insurance

Chukwuemeka is an insurance producer for Dynamique Risk Insurance Agency, dedicating about 10-20% of his time to insurance activities. He also serves as a board member for Dover College and a non-executive director for Guinea PLC, spending minimal time on each, and is a director and shareholder in a dormant entity, C G Hover International LTD.

Employment History
Current Registrations
Dynamique Capital Advisors
May 2025 - Present · 1 yr
Previous Registrations
Nylife Securities LLCBroker
May 2024 - March 2025 · 10 mos
Citigroup Global Markets INC.Broker
May 2007 - December 2009 · 2 yrs 7 mos
Citigroup Global Markets INC.
May 2007 - December 2009 · 2 yrs 7 mos
Citicorp Investment Services
May 2005 - May 2007 · 2 yrs
Cal Fed InvestmentsBroker
January 2003 - February 2003 · 1 mo
Citicorp Investment ServicesBroker
April 2001 - May 2007 · 6 yrs 1 mo
Salomon Smith Barney INC.Broker
March 2000 - February 2001 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1998 - November 1999 · 1 yr 2 mos
State Registrations2 states
CATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.