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Adam Long Cheng

Dimensional Fund Advisors LP

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About Adam Long Cheng

Adam Cheng is a financial advisor at Dimensional Fund Advisors LP. Adam is a Chartered Financial Analyst and holds a Series 66, Series 7TO and SIE license. Adam has been in the financial services industry since 2012. Adam specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles.

Firm Information

Adam Cheng is currently registered with Dimensional Fund Advisors LP. Dimensional Fund Advisors LP is an investment advisor headquartered in Austin, TX. The firm manages approximately $749.62 billion in assets for a variety of clients, including investment companies, pooled investment vehicles, high-net-worth individuals, and pension and profit-sharing plans. The firm specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Dimensional Fund Advisors LP is registered with the SEC and has a total of 761 employees, including 245 investment adviser representatives and 516 registered representatives.
Dimensional Fund Advisors LP

6300 BEE CAVE ROAD

AUSTIN, TX 78746

$749.62B

Assets Under Management

1

Total Clients

217

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Adam Cheng’s Registration & Firm History

TX

09/20/2022 - Present

Dimensional Fund Advisors LP (AUSTIN TX)

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Licenses & Designations

BOTH

Issued 09/19/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/13/2022

Series 7TO - General Securities Representative Examination

BC

Issued 03/21/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam Long Cheng.
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