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Raymond Chera

Advisor at Wells Fargo Advisors

Updated today

Location

New City, NY 10956

Credentials

Series 63, Series 66

Industry experience

15 years

About

Raymond Chera is a financial advisor at OSAIC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Woodbury Financial Services, Sharebuilder 401k, and Capital One Financial Advisor. He is president of Elite Wealth Managers LLC, where he provides investment advice, financial planning, and insurance guidance. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a range of investment strategies and offers access to multiple custodial platforms, supporting thousands of advisors and managing approximately $200 billion in assets.

Client services

Based on Wells Fargo Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers
Investment consulting services to institutional clients

Expertise

Based on Wells Fargo Advisors

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting

Occupation focus

Based on Wells Fargo Advisors

Founder/Business Owner

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Fee options

Commissions

Brokerage commissions are charged if clients implement investment recommendations through Wells Fargo Advisors brokerage accounts, in addition to advisory fees.

Other

Account minimum: $250,000 Fee-only: Fee-Based Planning Services fees range from $0 up to $25,000 per engagement, varying by service complexity and client's net worth. Specific fees are as follows: For clients with a net worth $250,000 to $500,000, total fee per engagement up to $5,000; $500,000 to $1,000,000, up to $12,500; over $1,000,000, up to $25,000. Individual service fees range up to $1,000-$1,500 to $5,000-$7,500 depending on net worth and service type.

Location

254 S. Main Street, Suite 515

New City, NY 10956

Most active in

New Jersey · New York

Work history

Wells Fargo Advisors

2026 - Present (1 year)

OSAIC

2024 - 2026 (2 years)

Woodbury Financial Services, inc.

2018 - 2026 (8 years)

Woodbury Financial Services, inc.

2018 - 2024 (6 years)

Capital One Sharebuilder, Inc.

2015 - 2018 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Oakland, NJ

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Passive / index investing Founder/Business Owner
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Active portfolio management Concentrated stock management Options & derivatives strategies Real estate investing
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White Plains, NY

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Wealth management College savings (529s, UTMA, etc.) Annuities Real estate investing
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CFA®, Series 66

Nyack, NY

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College savings (529s, UTMA, etc.) Cash flow / budgeting
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Mason T

CFA®, Series 63, Series 65

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Wealth management Passive / index investing Active portfolio management College savings (529s, UTMA, etc.) Cash flow / budgeting
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