Andrew
Schoenfeld
Kingswood Wealth Advisors, LLC
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About this Advisor
Andrew Schoenfeld is a financial advisor based in New York, New York, working with Kingswood Wealth Advisors, LLC. Andrew has previously held positions at Sandler O'Neill & Partners, Lp, Hunt Financial Securities, LLC, Brean Capital, LLC, Edge Wealth Management, and Kingswood Wealth Advisors. Andrew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland and New York. Currently, Andrew is part of Kingswood Wealth Advisors, LLC, which operates out of New York, New York. The firm has 43 offices and 80 employees. The firm manages assets totaling $1.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Kingswood Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kingswood Wealth Advisors, LLC Brokerage Details
$1,042,935,953
80
4,527
$230,381
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Andrew Schoenfeld Work History
Kingswood Wealth Advisors
Edge Wealth Management
Brean Capital, LLC
Hunt Financial Securities, LLC
Sandler O'Neill & Partners, Lp
Disclosures
Please visit the SEC profile of Andrew Schoenfeld to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kingswood Wealth Advisors, LLC
Manhattan Beach, CA
San Diego, CA
Fullerton, CA
American Fork, UT
San Diego, CA
San Diego, CA
Henderson, NV
San Diego, CA
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