Bernard Schonfeld

Current Employers

Employment History

• 02/2007 → 06/2026
  Guardian Life Insurance Co
  Brooklyn, NY
• 06/2007 → 06/2026
  Park Avenue Securities
  Brooklyn, NY
• 03/2015 → 06/2026
  Park Avenue Securities
  Brooklyn, NY
• 06/2026 → Present
  Schonfeld Wealth Management, Llc
  Brooklyn, NY
• 01/2010 → Present
  Schonfeld Wealth Management
  Brooklyn, NY
• 06/2026 → Present
  Simplicity Investments
  Summit, NJ

Previous Registrations

• 2015-03-12 → 2026-06-15
  Park Avenue Securities Llc
  Brooklyn, NY
  Brooklyn, NY
  Brooklyn, NY
  Brooklyn, NY
  Brooklyn, NY

Other Businesses

(1.) SCHONFELD FINANCIAL SERVICES dba SCHONFELD WEALTH MGMT - 1/1/10 - 1063 63rd, Brooklyn, NY 11219 - CEO, Selling fixed life - Invt Rel DBA of Schonfeld Wealth Mgmt - 20 hrs/mo; 10 hrs/mo (during trading hours). (2.) INSURANCE SELLING FIXED INS PRODUCTS - 9/1/26 - 1063 63rd Brooklyn, NY 11219 - Insurance agent, Selling fixed life, Invt Rel, Selling fixed insurance products, 10 hrs/mo; 3 hrs/mo (during trading hours). (3.) CONG YETEV LEV 18 AVENUE BUILDING ADVISORY BOARD MEMBER - 12/20/23 - 5314 16th Avenue, Suite 237m Brooklyn, NY 11204 - Member of board, Advise on finances, Not Invt Rel, Advisory board, 1/0. (4.) Schonfeld Wealth Management, LLC; Investment-related; Brooklyn, NY; RIA; Investment Adviser Representative; Start 06/2026; Approximately 160 hours/month with all hours during securities trading hours. (5.) THE LEADERS GROUP, INC./Simplicity Investments; Investment-related; Summit, NJ; BD; Registered Representative; Start 06/2026; Hours commensurate with time spent for Schonfeld Wealth Management.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-02-19
• S63 Uniform Securities Agent State Law Examination
  2006-10-04