Morgan Stanley
47yrs
Top advisor by experience in New York
9yrs
Based in New York, New York, Adam Chera is a fiduciary financial advisor with 9 years of industry experience. Adam joined Strategic Advisers in 2025, after three years at Citizens Securities and two years at Merrill. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience9 years (since 2018)
How that compares ?More experience than 55% of advisors at Strategic Advisers
Office13a W 61st St, New York, NY 10023
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Apr 2025 – nowStrategic Advisers LLCCurrent firm
- 2022 – 2025Citizens Securities, Inc.Previously
- Jun 2020 – May 2022MerrillPreviously
Contact Adam
13a W 61st StNew York, NY 10023Office · Get directions Firm main line(617) 563-7000Headquarters: Strategic Advisers · Boston, MA
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Questions to ask Adam
Tailored to Adam’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Adam
How do I contact Adam?
Call Strategic Advisers at (617) 563-7000 and ask for Adam Chera. Adam works from the New York, NY office.
How long has Adam been a financial advisor?
Adam has been in the industry since 2018, about 9 years. More experience than 55% of advisors at Strategic Advisers.
What licenses does Adam hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Adam a fiduciary?
Adam is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Adam paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Adam for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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