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Charles William Schoenjohn Jr

Investment Adviser Representative at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Lisle, ILCRD #2469585Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
32 yrs
States Registered
2 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Charles William Schoenjohn has worked in the securities industry since 1994. They have passed the Series 65, 63, 31, and 7 examinations. They are registered to provide investment advisory services in Illinois and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
IllinoisTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/17/1996
Series 63
Uniform Securities Agent State Law Examination
Passed 6/22/1994
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 31
Futures Managed Funds Examination
Passed 12/19/2001
Series 7
General Securities Representative Examination
Passed 6/8/1994

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Merrill Lynch, Pierce, Fenner & Smith Incorporated Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDCurrent
1/9/1996Lisle, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDCurrent
5/18/1995Naperville, IL
MORGAN STANLEY & CO., INCORPORATED
6/17/19945/2/1995New York, NY

Official records & sources

Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Charles William Schoenjohn Jr has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Charles William Schoenjohn Jr - Financial Advisor in Lisle, IL | AdvisorFinder