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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
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
  • NJ RA
    APPROVED
    Since 2025-10-15
  • CT RA
    APPROVED
    Since 2025-10-14
  • DE RA
    APPROVED
    Since 2025-10-14
  • PA RA
    APPROVED
    Since 2025-10-14
  • TX RA
    APPROVED
    Since 2025-10-14
  • NY RA
    APPROVED
    Since 2025-04-24

Branch Locations

New York, NY • United States

13A W 61St St, New York, NY 10023-0000 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
    Brooklyn, NY
  • 05/2020 → 05/2022
    Bank Of America, N.A.
    Brooklyn, NY
  • 05/2022 → 03/2025
    New York, NY
  • 03/2025 → Present
    Fidelity Investments
    New York, NY
Previous Registrations
  • 2022-05-10 → 2025-02-18
    New York, NY
    Albany, NY
    New York, NY
    New York, NY
    New York, NY
    Queens, NY
    Astoria, NY
    Maspeth, NY
    New York, NY
    New York, NY
    Conshohocken, PA
    New York, NY
    New York, NY
    New York, NY
  • 2020-06-15 → 2022-05-11
    Brooklyn, NY
    Brooklyn, NY
    Brooklyn, NY
    Brooklyn, NY
    New York, NY
    Brooklyn, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-12
S63 Uniform Securities Agent State Law Examination 2018-01-16
  • S66 Uniform Combined State Law Examination
    2020-06-12
  • S63 Uniform Securities Agent State Law Examination
    2018-01-16
Other Names
  • Adam Edward Chera
  • Adam Chera

View on SEC IAPD

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