Bernard Schonfeld has been Managing Member of Schonfeld Wealth Management since June 2026, is a control person of the firm and directly owns 75% or more of it.
Schonfeld Wealth Management, LLC is a Brooklyn, NY firm with $133M under management, 159 clients and 2 advisers across 3 offices, as of its September 2026 filing.
Bernard Schonfeld is Founder and CEO of Schonfeld Wealth Management. He founded the firm to help families manage their wealth and risks and works with investment managers to craft customized strategies.
Bernard Schonfeld’s longest registration was 11 years at Park Avenue Securities LLC (2015–2026). Before joining Schonfeld Wealth Management in 2026, Bernard Schonfeld was registered through Park Avenue Securities LLC.
- – present · under a yearBrooklyn, NY · Adviser representative · Firm CRD 342323
- Park Avenue Securities LLC– · 11 yearsBrooklyn, NY · Adviser representative · Firm CRD 46173
Professional designations
Listed by Schonfeld Wealth Management
- Retirement Income Certified Professional (RICP®)
Investment adviser representative registrations
Bernard Schonfeld is registered as an investment adviser representative in 3 states. Each was approved in June 2026.
- New JerseySince 16 June 2026
- New YorkSince 8 June 2026
- TexasSince 8 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 19 February 2015 |
| Series 7 | General Securities Representative Examination | 5 February 2015 |
| Series 63 | Uniform Securities Agent State Law Examination | 4 October 2006 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 26 September 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 5123118
- Firm
- Schonfeld Wealth Management · CRD 342323
- Role
- Managing Member
- Office
- 1063 63RD STREET, 9TH FLOOR, SUITE 9400, Brooklyn, NY 11219
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 2006
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- schonfeldwm.com
Where does Bernard Schonfeld work?
Bernard Schonfeld has been Managing Member of Schonfeld Wealth Management, LLC since June 2026, and is a control person of the firm.
Is Bernard Schonfeld a financial advisor?
Yes. Bernard Schonfeld has a current investment-adviser registration in New Jersey, New York and Texas, through Schonfeld Wealth Management since June 2026.
How many years of experience does Bernard Schonfeld have?
Bernard Schonfeld has 19 years in the financial industry, since October 2006, across 2 adviser firms.
What exams has Bernard Schonfeld passed?
Bernard Schonfeld has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in September 2006. FINRA credited Bernard Schonfeld with the SIE, which began in October 2018.
Where is Bernard Schonfeld based?
Bernard Schonfeld’s registered office is in Brooklyn, NY.
Is Bernard Schonfeld registered with FINRA?
Yes. Bernard Schonfeld has a current broker registration, under CRD 5123118.
Source: FINRA BrokerCheck
How can I verify Bernard Schonfeld’s record?
Search CRD 5123118 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Bernard Schonfeld’s full registration record.