Andrew Schoenfeld
Investment adviser representative at Kingswood Wealth Advisors, LLC
18 yearsExperience
2 statesRegistered in
$3.8BFirm assets
9 yearsFirm in business
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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
- Pension consulting
Experience
18 years in the industry.
- Kingswood Wealth Advisors, LLCApr 2024 to now
- Edge Wealth ManagementAug 2021 to Apr 2024
- UnemployedFeb 2020 to Aug 2021
- Brean Capital, LLCJun 2018 to Feb 2020
- Hunt Financial Securities, LLCApr 2017 to Jun 2018
- Sandler O'neill & Partners, LPNov 2008 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (MD, NY).
Kingswood Wealth Advisors, LLC
$3.8BAssets managed
11,425Clients
122Advisers
9 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
- 1658488
- Firm CRD
- 288792