Andrew Schoenfeld

Employer firm

Kingswood Wealth Advisors, LLC CRD 288792

$3.80B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• HOURLY CONSULTING

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2008 → 04/2017
  Sandler O'NEill & Partners, Lp
  New York, NY
• 04/2017 → 06/2018
  Hunt Financial Securities, Llc
  Rye Brook, NY
• 06/2018 → 02/2020
  Brean Capital, Llc
  New York, NY
• 08/2021 → 04/2024
  Edge Wealth Management
  New York, NY
• 02/2020 → 08/2021
  Unemployed
  New York, NY
• 04/2024 → Present
  Kingswood Wealth Advisors
  New York, NY

Previous Registrations

• 2021-12-01 → 2024-04-25
  Edge Wealth Management, Llc
  New York, NY

Other Businesses

BondHarbor Financial advisors LLC,Is Investment Related,"215 E 68th St Apt 31F, , New York, NY, 10065, United States",Financial Advisor,Principal,12/1/2026,100 hours per month,100 hours per month during trading hours,Fee Based Compensation,This is the name of the company I do business as for my financial advisor practice

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-12-01
• S63 Uniform Securities Agent State Law Examination
  1990-01-31

Other Names

• Andy Schoenfeld
• Andrew J Schoenfeld
• Andrew John Schoenfeld