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Christopher Lloyd Schoenfelder

Equitable Advisors, LLC

Sellersburg, IN

Louisville, KY

CRD 6298068

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Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2023-02-07
KY RA APPROVED 2023-02-01
  • IN RA
    APPROVED
    Since 2023-02-07
  • KY RA
    APPROVED
    Since 2023-02-01

Branch Locations

Sellersburg, IN • United States

10608 Watterson Center Court Suite 200, Louisville, KY 40299 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jp Morgan Securities Llc Louisville KY 01/2014 07/2022
N Albny (New Albany Lindy Blues And You) Louisville KY 07/2015 02/2017
Jp Morgan Chase Bank, N.A. Louisville KY 08/2014 07/2022
Equitable Advisors, Llc New York NY 07/2022 Present
  • 01/2014 → 07/2022
    Jp Morgan Securities Llc
    Louisville, KY
  • 07/2015 → 02/2017
    N Albny (New Albany Lindy Blues And You)
    Louisville, KY
  • 08/2014 → 07/2022
    Jp Morgan Chase Bank, N.A.
    Louisville, KY
  • 07/2022 → Present
    Equitable Advisors, Llc
    New York, NY
Other Businesses

Meyer Manor HOA, INC - Incorporator Non-Investment - Sellersburg, IN - 2021

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-28
S63 Uniform Securities Agent State Law Examination 2014-04-03
  • S66 Uniform Combined State Law Examination
    2023-01-28
  • S63 Uniform Securities Agent State Law Examination
    2014-04-03
Other Names
  • Chris L Schoenfelder
  • Christopher Lloyd Schoenfelder
  • Christopher Lloy Schoenfelder

View on SEC IAPD

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