Adam
Chera
Citizens Securities, Inc
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About this Advisor
Adam Chera is a financial advisor based in New York, New York, working with Citizens Securities, Inc. Adam has previously held positions at Rutgers University, Axa Advisors, LLC, Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, Elite Wealth Managers, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, and Citizens Securities Inc. Adam has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California, Connecticut, Delaware, Florida, New Jersey, New York, North Carolina, Pennsylvania, and Texas. Currently, Adam is part of Citizens Securities, Inc, which operates out of New York, New York. The firm has 1,059 offices and 613 employees. The firm manages assets totaling $7.3 billion and offers services including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Citizens Securities, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Citizens Securities, Inc Brokerage Details
$7,314,113,890
613
47,222
$154,888
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Adam Chera Work History
Citizens Securities Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Jpmorgan Chase Bank, N.A
J.P. Morgan Securities LLC
Axa Advisors, LLC
Elite Wealth Managers
Rutgers University
Disclosures
Please visit the SEC profile of Adam Chera to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Citizens Securities, Inc
Clinton Township, MI
Woburn, MA
Fort Washington, PA
Cranston, RI
Syracuse, NY
Johnston, RI
Monroeville, PA
Fort Washington, PA
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