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BS

Bernard Schonfeld

SCHONFELD WEALTH MANAGEMENT
BROOKLYN, NY 11219
CRD#: 5123118
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BS
Bernard SchonfeldSCHONFELD WEALTH MANAGEMENT

Professional summary

Bernard Schonfeld, AIF® is a registered financial advisor currently at SCHONFELD WEALTH MANAGEMENT, LLC located in Brooklyn, New York and THE LEADERS GROUP, INC. located in Summit, New Jersey.

Bernard is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Bernard has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bernard Schonfeld's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
AIF®

Accredited Investment Fiduciary

Experience

Current

June 8, 2026 - Present

SCHONFELD WEALTH MANAGEMENT, LLC

Office #1: 1063 63rd Street 9th Floor Suite 9400, Brooklyn, NY, 11219
RIA
CRD#: 342323
BROOKLYN, NY
Current

June 8, 2026 - Present

THE LEADERS GROUP, INC.

Office #1: 475 Springfield Ave, Summit, NJ 07901
BD
CRD#: 37157
SUMMIT, NJ
Past

March 12, 2015 - June 15, 2026

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
BROOKLYN, NY
Past

June 19, 2007 - June 15, 2026

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
BROOKLYN, NY
Past

September 27, 2006 - May 16, 2007

NYLIFE SECURITIES LLC

BD
CRD#: 5167
BROOKLYN, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
New Jersey
(6/16/2026)
RR
New York
(6/8/2026)
IAR
New York
(6/8/2026)
IAR
Texas
(6/8/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/19/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/4/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/5/2015
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/26/2006
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

SW
SCHONFELD WEALTH MANAGEMENT, LLC
BSWM HOLDINGS, LLC | SCWM, LLC | SCHONFELD WEALTH MANAGEMENT, LLC

CRD#: 342323 / SEC#: 801-136340

RIA
Registered Investment Advisory firm - (5/21/2026 120-Day Approval)
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Contact information

Main Address
1063 63rd Street 9th Floor Suite 9400, Brooklyn, NY, 11219
Mailing Address
Phone number
(718) 963-9700
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIRM BROCHURE - SCHONFELD WEALTH MANAGEMENT, LLC (6/9/2026)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SCHONFELD WEALTH MANAGEMENT, LLC

CRD#: 342323Brooklyn, NY 11219

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