Unclaimed Profile

Joshua Janhwa Cheng

VERITI MANAGEMENT LLC·BOSTON, Massachusetts

SIE, Series 6, Series 63, Series 65CFAClean record14 years registeredVERITI MANAGEMENT LLC

33 ARCH STREET, BOSTON, MA 02110CRD# 6058303Firm CRD# 297760

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joshua Janhwa Cheng · BOSTON, MA

Registration

CRD #6058303 · VERITI MANAGEMENT LLC · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VERITI MANAGEMENT LLC

VERITI MANAGEMENT LLC

Aug 2018 – Nov 2022

Irvine, CA

DAINTREE ADVISORS LLC

Jul 2012 – Jan 2014

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · July 12, 2012

Years registered · 14

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIRST TRUST DIRECT INDEXING L.P.

CRD 297760 · SEC 801-113667

AUM

$1.4B

Regulatory assets under management

Employees

528 client accounts

Services offered by FIRST TRUST DIRECT INDEXING L.P.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at FIRST TRUST DIRECT INDEXING L.P. →

Introduction

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Frequently Asked Questions

What services does Joshua Janhwa Cheng offer?

Joshua Janhwa Cheng specializes in Investment Management, Wealth Management.

What are Joshua Janhwa Cheng's credentials?

Joshua Janhwa Cheng holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Joshua Janhwa Cheng located?

Joshua Janhwa Cheng is based in BOSTON, Massachusetts, last registered with VERITI MANAGEMENT LLC.

How does Joshua Janhwa Cheng charge for services?

Joshua Janhwa Cheng's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VERITI MANAGEMENT LLC?

VERITI MANAGEMENT LLC has approximately 11 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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