Shmuel Beckerman
Investment adviser representative at Schonfeld Wealth Management, LLC
14 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$132.9MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Schonfeld Wealth Management, LLCJun 2026 to now
- Simplicity InvestmentsJun 2026 to now
- Schonfeld Wealth MgmtMay 2026 to now
- Guardian Life Insurance CompanyJun 2022 to Jun 2026
- Park Avenue SecuritiesJun 2022 to Jun 2026
- Schonfeld Financial ServicesMar 2022 to Jun 2022
- UnemployedMar 2012 to Mar 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, TX).
Schonfeld Wealth Management, LLC
$132.9MAssets managed
159Clients
2Advisers
Under 1 yearIn 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
- 7516145
- Firm CRD
- 342323