Sherman Siu Lun Cheng
Professional Summary
Sherman Siu Lun Cheng is a registered financial advisor currently at JAHANI SECURITIES INC. located in New York, New York. Sherman is registered as a RR (Registered Representative) and started their career in finance in 2013. Sherman has worked at 7 firms and has passed the Series 99TO, SIE and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Contact Information
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Disclosures on record.
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Years of Experience
13 years in the financial services industry
Current & Past Employments
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Current Firm
JAHANI AND ASSOCIATES BD, LLC | JAHANI SECURITIES INC.
Contact Information
Main Address
641 Lexington Avenue 15th Floor, New York, NY 10018Mailing Address
641 Lexington Avenue 15th Floor, New York, NY 10018Phone Number
(617) 756-4909Established
New York since 05/23/2023Firm Type
CorporationFiscal Year End
SeptemberFirm Size
SmallFINRA licenses (1 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| JAHANI HOLDING INC | SOLE SHAREHOLDER | — |
| JAHANI, JOSHUA | PRESIDENT, CEO & CCO | 7057287 |
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Sherman Siu Lun Cheng's CRS (Customer Relationship Summary).
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