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CS

Christopher Schofield

NERDWALLET WEALTH PARTNERS
NEW YORK, NY 10038
Some features on this profile are disabled
CRD#: 7729544
CS

Professional summary

Christopher Schofield, who also goes by Chris Schofield, is a registered financial advisor currently at NERDWALLET WEALTH PARTNERS, LLC located in New York, New York.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Christopher has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Chris Schofield

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 Christopher Schofield'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®
None

Experience

Current

April 6, 2026 - Present

NERDWALLET WEALTH PARTNERS, LLC

Office #1: 123 William Street 21st Floor, New York, NY 10038
RIA
CRD#: 337328
NEW YORK, NY
Past

July 27, 2024 - September 29, 2025

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
POUGHKEEPSIE, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NW
NERDWALLET WEALTH PARTNERS, LLC
NERD WALLET WEALTH PARTNERS | NERDWALLET WEALTH PARTNERS, LLC

CRD#: 337328 / SEC#: 801-133943

RIA
Registered Investment Advisory firm - (6/13/2025 Approved)

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.

Highlighted states indicate IAR registrations

IAR
New York
(4/6/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/6/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/8/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/26/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/7/2024
Securities Industry Essentials Examination

Current Firm

NW
NERDWALLET WEALTH PARTNERS, LLC
NERD WALLET WEALTH PARTNERS | NERDWALLET WEALTH PARTNERS, LLC

CRD#: 337328 / SEC#: 801-133943

RIA
Registered Investment Advisory firm - (6/13/2025 Approved)
PREMIUM
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Contact information

Main Address
123 William Street 21st Floor, New York, NY 10038
Mailing Address
Phone number
(917) 275-7821
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (19 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (1/30/2026)

Regulatory assets under management

Total Number of Accounts1,014
AUM (Assets Under Management)$ 236,118,186

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

NERDWALLET WEALTH PARTNERS, LLC

CRD#: 337328New York, NY 10038

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