Julia Rong Cheng
Investment adviser representative at Syndicated Capital, Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$142MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Syndicated Capital, Inc.Jan 2026 to now
- Cabot Lodge Securities LLCOct 2019 to now
- Sb Advisory, LLCMar 2017 to now
- Ifs SecuritiesJun 2015 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (CA).
Syndicated Capital, Inc.
$142MAssets managed
465Clients
9Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2125753
- Firm CRD
- 29037