Best Investors Account Sign in
Inactive

Christopher Schofield

Nerdwallet Wealth Partners, LLC

New York, NY

Claim This Profile
Current Employers
Nerdwallet Wealth Partners, Llc

123 William Street 21St Floor, New York, NY 10038 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-04-06
  • NY RA
    APPROVED
    Since 2026-04-06

Branch Locations

123 William Street 21St Floor, New York, NY 10038 • 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
Madisons Pizza And Catering Pleasant Valley NY 01/2019 09/2022
Unemployed Poughkeepsie NY 04/2012 01/2019
Student New Rochelle NY 08/2019 05/2023
Northwestern Mutual Life Insurance Company Poughkeepsie NY 06/2023 10/2024
Northwestern Mutual Wealth Management Company Milwaukee WI 10/2024 08/2025
Brex New York NY 08/2025 02/2026
Nerdwallet Wealth Partners Llc New York NY 02/2026 Present
  • 01/2019 → 09/2022
    Madisons Pizza And Catering
    Pleasant Valley, NY
  • 04/2012 → 01/2019
    Unemployed
    Poughkeepsie, NY
  • 08/2019 → 05/2023
    Student
    New Rochelle, NY
  • 06/2023 → 10/2024
    Northwestern Mutual Life Insurance Company
    Poughkeepsie, NY
  • 10/2024 → 08/2025
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 08/2025 → 02/2026
    Brex
    New York, NY
  • 02/2026 → Present
    Nerdwallet Wealth Partners Llc
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-06
S63 Uniform Securities Agent State Law Examination 2024-10-08
  • S65 Uniform Investment Adviser Law Examination
    2026-04-06
  • S63 Uniform Securities Agent State Law Examination
    2024-10-08
Other Names
  • Christopher Schofield
  • Chris Schofield

View on SEC IAPD

Other Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC
BRIGHTSPIRE CAPITAL ADVISORS, LLC
ACORN ADVISORY CAPITAL, L.P.
COMPASS GROUP LLC
CRESTVIEW PARTNERS
LEEDS EQUITY PARTNERS

Other Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone
Logan Stephen Michals
JONATHAN HARRY SIEGEL
HAL WILLIAM BROWN
RICCARDO MARIA RAINIERI
TEDDY LELLOS

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor