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Current Employers
Schonfeld Wealth Management, Llc

1063 63Rd Street, 9Th Floor Suite 9400, Brooklyn, NY 11219 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-06-16
NY RA APPROVED 2026-06-08
TX RA APPROVED 2026-06-08
  • NJ RA
    APPROVED
    Since 2026-06-16
  • NY RA
    APPROVED
    Since 2026-06-08
  • TX RA
    APPROVED
    Since 2026-06-08

Branch Locations

1063 63Rd Street, 9Th Floor Suite 9400, Brooklyn, NY 11219 • 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
Schonfeld Wealth Management, Llc Brooklyn NY 06/2026 Present
Park Avenue Securities Brooklyn NY 11/2022 06/2026
Schonfeld Wealth Mgmt Brooklyn NY 05/2026 Present
Simplicity Investments Summit NJ 06/2026 Present
Schonfeld Financial Services Brooklyn NY 03/2022 06/2022
Unemployed Brooklyn NY 03/2012 03/2022
Guardian Life Insurance Company Brooklyn NY 06/2022 06/2026
Park Avenue Securities Brooklyn NY 06/2022 06/2026
  • 06/2026 → Present
    Brooklyn, NY
  • 11/2022 → 06/2026
    Park Avenue Securities
    Brooklyn, NY
  • 05/2026 → Present
    Schonfeld Wealth Mgmt
    Brooklyn, NY
  • 06/2026 → Present
    Simplicity Investments
    Summit, NJ
  • 03/2022 → 06/2022
    Schonfeld Financial Services
    Brooklyn, NY
  • 03/2012 → 03/2022
    Unemployed
    Brooklyn, NY
  • 06/2022 → 06/2026
    Guardian Life Insurance Company
    Brooklyn, NY
  • 06/2022 → 06/2026
    Park Avenue Securities
    Brooklyn, NY
Previous Registrations
Other Businesses

(1.) JB WORLDWIDE DISTRIBUTION - 7/1/22 - 5207 20th Avenue Brooklyn, NY 11204 - Owner, Buying & selling electronics, Not Invt Rel, Buying & selling electronics, 2 hrs/mo; 0 hrs/mo (during trading hours). (2.) INSURANCE - 10/2022 - 1063 63rd Brooklyn, NY 11219 - Insurance agent, life/accident & health, Invt Rel, approximately 10 hrs/mo; 3 hrs/mo (during trading hours). (3.) Schonfeld Wealth Management, LLC; Investment-related; Brooklyn, NY; RIA; CCO & Investment Adviser Representative; Start 06/2026; Approximately 160 hours/month with all hours during securities trading hours. (4.) 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
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-12
  • S66 Uniform Combined State Law Examination
    2022-09-12
Designations
Other Names
  • Sam Beckerman

View on SEC IAPD

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