Richard Schoenfeld, financial advisor Chevy Chase MD
96 score

Richard Schoenfeld

CRD Number: 1454540
Current Firm: Intervest Ltd

Richard Schoenfeld (CRD# 1454540) is an Investment Advisor Representative working at Intervest Ltd in Chevy Chase, MD and has over 30 years of experience in the finance industry. Richard Schoenfeld has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Intervest, Ltd Chevy Chase, MD Jun 1985 - Current 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1986
S65 NASAA Investment Advisors Law Examination Mar 1996
Contact Info for Richard H. Schoenfeld
Phone Number: 301-951-4455
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    159
    MILLIONS
  • Total Number of Accounts
    351
    ACCOUNTS
  • Average Account Value
    $454,400
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

DC, FL, MD, VA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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