Richard Schoenfeld has been President, Chief Compliance Officer of InterVest since March 1991, is a control person of the firm and directly owns 75% or more of it. Richard Schoenfeld holds an M.B.A. from The College of William and Mary Graduate School of Business Administration and a B.A. from Washington and Lee University.
Intervest LTD is a Chevy Chase, MD firm with $247M under management, 175 clients and 2 advisers in one office, as of its March 2026 filing.
Richard Holleman Schoenfeld is President of InterVest, Ltd. He joined InterVest as Vice President in 1985 and became President in 1991. Before joining InterVest, he had a brief career in public service.
Richard Schoenfeld’s longest registration is the current one, 35 years at InterVest since 1990.
- Ferris, Baker Watts Incorporated– · 3 yearsChevy Chase, MD · Adviser representative · Firm CRD 285
Professional designations
Listed by InterVest
- CFP®
Investment adviser representative registrations
Richard Schoenfeld is registered as an investment adviser representative in Maryland, since November 1990.
- MarylandSince 20 November 1990
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 March 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 January 1986 |
| Series 7 | General Securities Representative Examination | 18 January 1986 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Richard Holleman Schoenfeld
- CRD
- 1454540
- Firm
- InterVest · CRD 104614
- Role
- President, Chief Compliance Officer
- Registration
- Investment adviser registration
- In the industry since
- November 1990
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- intervestltd.com
Where does Richard Schoenfeld work?
Richard Schoenfeld has been President, Chief Compliance Officer of Intervest LTD since March 1991, and is a control person of the firm.
Is Richard Schoenfeld a financial advisor?
Yes. Richard Schoenfeld has a current investment-adviser registration in Maryland, through InterVest since November 1990.
How many years of experience does Richard Schoenfeld have?
Richard Schoenfeld has 35 years in the financial industry, since November 1990, across 2 adviser firms.
What exams has Richard Schoenfeld passed?
Richard Schoenfeld has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in January 1986.
Is Richard Schoenfeld registered with FINRA?
No. Richard Schoenfeld has no current broker registration.
Is Richard Schoenfeld a CFP?
InterVest lists Richard Schoenfeld with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Richard Holleman Schoenfeld, CFP®, President biography, intervestltd.com
How can I verify Richard Schoenfeld’s record?
Search CRD 1454540 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Richard Schoenfeld’s full registration record.