Richard Holleman Schoenfeld
Investment adviser representative at Intervest Ltd
41 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$247MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
41 years in the industry.
- Intervest, LtdJun 1985 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1986
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 1 state (MD).
Intervest Ltd
$247MAssets managed
175Clients
2Advisers
40 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1454540
- Firm CRD
- 104614