This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

SCHONFELD WEALTH MANAGEMENT, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 4, 2006earliest registration or exam on IAPD

Years in industry

19derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

3

Exams

S65|S63

First exam

Oct 4, 2006

First registration

Mar 12, 2015

Dual registered

yes, broker-dealer

IAPD individual key

5123118

• Occurred

  Jun 15, 2026
  Advisor changed firm

  Bernard Schonfeld left Park Avenue Securities Llc for Schonfeld Wealth Management, Llc (registered 2026-06-08)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3572ea63-962b-1130-5a2f-e8bc28dbab1d

First observed

Mar 12, 2015

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.