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Adam Edward Chera

Citizens Securities, Inc.

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About Adam Edward Chera

Adam Edward Chera is a financial advisor with Citizens Securities, Inc. and has been in the industry since April 3, 2019. Adam has experience with various financial firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and J.P. Morgan Securities LLC. Adam is licensed in several states, including California, Connecticut, Delaware, Florida, New Jersey, New York, North Carolina, Pennsylvania, and Texas. Adam can help with a wide range of financial planning needs including: financial planning, selection of other advisors, and portfolio management for individuals. Adam's firm has a total of over $9 billion under management.

Firm Information

Adam Chera is currently registered with Citizens Securities, Inc.. Citizens Securities, Inc. is a corporation headquartered in Johnston, Rhode Island, and was formed on September 21, 1995. The firm manages approximately $1 billion to $10 billion in assets and provides financial planning, portfolio management for individuals and selection of other advisors. They also participate in a wrap fee program. The firm has regulatory assets under management of $9.19 billion in 53,044 accounts. Citizens Securities is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.
Citizens Securities, Inc.

ONE CITIZENS BANK WAY

JOHNSTON, RI 02043

$9.19B

Assets Under Management

53,044

Total Clients

788

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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participate in wrap fee program

Participate in wrap fee program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Chera’s Registration & Firm History

NY

03/20/2023 - Present

Citizens Securities, Inc. (NEW YORK NY)

NY

05/29/2020 - 05/11/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BROOKLYN NY)

NY

04/15/2019 - 05/06/2020

J.P. MORGAN SECURITIES LLC (Staten ISland NY)

NJ

07/09/2018 - 08/10/2018

AXA ADVISORS, LLC (SECAUCUS NJ)

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Licenses & Designations

BOTH

Issued 06/12/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/16/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/10/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/09/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam Edward Chera.
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