Joshua Turner Cheatle
Investment adviser representative at Smart Wealth, LLC
12 yearsExperience
1 stateRegistered in
$686.4MFirm assets
5 yearsFirm in business
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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
- Seminars and workshops
Experience
12 years in the industry.
- Smart Wealth, LLCDec 2024 to now
- Retire Smart LLCDec 2024 to now
- LPL Enterprise, LLCNov 2024 to now
- Pruco Securities, LLC.Jun 2014 to now
- Prudential Insurance Company of AmericaJun 2014 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (NE).
Smart Wealth, LLC
$686.4MAssets managed
1,012Clients
19Advisers
5 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
- 5732277
- Firm CRD
- 315496