Adam E. Chera

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-10-15
CT	RA	APPROVED	2025-10-14
DE	RA	APPROVED	2025-10-14
PA	RA	APPROVED	2025-10-14
TX	RA	APPROVED	2025-10-14
NY	RA	APPROVED	2025-04-24

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Rutgers University	New Brunswick	NJ	09/2015	02/2018
Axa Advisors, Llc	Secaucus	NJ	02/2018	07/2018
Jpmorgan Chase Bank, N.A.	Staten Island	NY	03/2019	05/2020
J.P. Morgan Securities Llc	Staten Island	NY	03/2019	05/2020
Elite Wealth Managers	Brooklyn	NY	07/2018	03/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Brooklyn	NY	05/2020	05/2022
Bank Of America, N.A.	Brooklyn	NY	05/2020	05/2022
Citizens Securities Inc.	New York	NY	05/2022	03/2025
Fidelity Investments	New York	NY	03/2025	Present

09/2015 → 02/2018

Rutgers University

New Brunswick, NJ
02/2018 → 07/2018

Axa Advisors, Llc

Secaucus, NJ
03/2019 → 05/2020

Jpmorgan Chase Bank, N.A.

Staten Island, NY
03/2019 → 05/2020

J.P. Morgan Securities Llc

Staten Island, NY
07/2018 → 03/2019

Elite Wealth Managers

Brooklyn, NY
05/2020 → 05/2022

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Brooklyn, NY
05/2020 → 05/2022

Bank Of America, N.A.

Brooklyn, NY
05/2022 → 03/2025

Citizens Securities Inc.

New York, NY
03/2025 → Present

Fidelity Investments

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-06-12
S63	Uniform Securities Agent State Law Examination	2018-01-16