STEVEN SCHOENFELD is an investment adviser representative (IAR) with state registration records since 2005, appearing at 6 firms. Currently registered with WEALTHJAR INVESTMENT ADVISORY, LLC, THE RICE PARTNERSHIP, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| THE RICE PARTNERSHIP, LLC | 2024-08-22 | present | Yes |
| WEALTHJAR INVESTMENT ADVISORY, LLC | 2024-08-22 | present | Yes |
| CHARLES SCHWAB & CO., INC. | 2022-10-04 | 2023-02-03 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2011-03-04 | 2017-07-18 | — |
| TD AMERITRADE, INC. | 2011-03-04 | 2022-10-14 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2009-11-17 | 2011-02-16 | — |
| CHARLES SCHWAB & CO., INC. | 2005-05-24 | 2008-08-22 | — |