Raymond
Chera

Woodbury Financial Services, Inc

CRD#5829380
Investment Advisor
in Brooklyn, NY

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About this Advisor

Raymond Chera is a financial advisor working out of Brooklyn, New York, with 10 years of professional experience. Chera is on the advisory team at Woodbury Financial Services, Inc. During their career, Chera has held roles at Morgan Stanley, Capital One Financial Advisor, LLC, Capital One Sharebuilder, Inc, Sharebuilder 401K and Woodbury Financial Services, Inc. Chera has Series 63 and Series 66 licenses, certifying them as a securities broker, and is registered to serve investors in New Jersey and New York. Woodbury Financial Services, Inc is a registered investment company that has its headquarters in Brooklyn, New York. The company has offices in 837 locations and a total of 3,216 employees. It has $21 billion in assets under management among its 91,382 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides services to 172 charitable organizations. Of its 91,382 accounts, 18% are associated with high-net-worth individuals who have more than $1 million in investable assets. The advisory firm performs a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advice usually depend on the type of services offered. However, fee types charged by Woodbury Financial Services, Inc likely include any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

Yes

Office Location

8302 13Th Avenue
Brooklyn, NY 11228

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$21,344,571,679

NY Average: $5,289,111,388
Total Number of Employees

3,216

NY Average: 157
Total Number of Accounts

91,382

NY Average: 8,262
Average Account Size

$233,575

NY Average: $640,173

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Raymond Chera Work History

Raymond has 10 years of experience.

2018 - Present (4 years)

Woodbury Financial Services, Inc

2018 - Present (4 years)

Woodbury Financial Services, Inc

2015 - 2018 (3 years)

Capital One Sharebuilder, Inc

2015 - 2018 (3 years)

Sharebuilder 401K

2014 - 2018 (4 years)

Capital One Financial Advisor, LLC

2012 - 2014 (2 years)

Morgan Stanley

Disclosures

Raymond Chera has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Woodbury Financial Services, Inc

Brent Deuel
Clarkston, MI
David Deuel
Clarkston, MI
Daniel Polster
Red Bluff, CA
Matthew Callero
Niles, IL
Denise Baranowski
Warrenville, IL
Casey Middleton
Johnson City, TN
Shawn Campas
Novato, CA
Christopher Cone
Tulsa, OK

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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