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Sherman S. Cheng

JAHANI SECURITIES
New York, NY 10018
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CRD#: 2978442
SC

Professional summary


Sherman Siu Lun Cheng is a registered financial professional 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.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Sherman Siu Lun Cheng's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

June 10, 2025 - Present

JAHANI SECURITIES INC.

Office #1: 641 Lexington Avenue 15th Floor, New York, NY 10018
BD
CRD#: 299801
New York, NY
Past

March 1, 2023 - January 28, 2025

MALLORY CAPITAL GROUP, LLC

BD
CRD#: 108486
DARIEN, CT
Past

November 10, 2016 - January 23, 2025

DECKER & CO, LLC

BD
CRD#: 166446
MENLO PARK, CA
Past

July 22, 2014 - February 22, 2022

ATEL SECURITIES CORPORATION

BD
CRD#: 17229
San Francisco, CA
Past

April 15, 2014 - August 3, 2015

LIVEVOL SECURITIES, INC.

BD
CRD#: 23670
SAN FRANCISCO, CA
Past

October 28, 2013 - April 14, 2014

FITZGIBBON TOIGO & CO. LLC

BD
CRD#: 122142
WAYNE, NJ
Past

August 21, 2013 - February 11, 2014

LIVEVOL SECURITIES, INC.

BD
CRD#: 23670
SAN FRANCISCO, CA
Past

August 19, 2013 - August 26, 2013

COWEN PRIME SERVICES TRADING LLC

BD
CRD#: 23857
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


JS
JAHANI SECURITIES INC.
JAHANI AND ASSOCIATES BD, LLC | JAHANI SECURITIES INC.

CRD#: 299801 / SEC#: , 8-70268

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
641 Lexington Avenue 15th Floor, New York, NY 10018
Mailing Address
641 Lexington Avenue 15th Floor, New York, NY 10018
Phone number
(617) 756-4909
Established
New York since 05/23/2023
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
JAHANI HOLDING INCSOLE SHAREHOLDER
JAHANI, JOSHUAPRESIDENT, CEO & CCO7057287

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


JAHANI SECURITIES INC.

CRD#: 299801New York, NY 10018

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