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Richard Holleman Schoenfeld

Investment Adviser Representative at INTERVEST LTD

Chevy Chase, MDCRD #1454540Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
36 yrs
States Registered
1 states
Exams Passed
3

Professional summary

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

Richard Holleman Schoenfeld has worked in the securities industry since 1990. They have passed the Series 65, 63, and 7 examinations. They are registered to provide investment advisory services in Maryland.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Maryland
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/12/1996
Series 63
Uniform Securities Agent State Law Examination
Passed 1/30/1986
Series 7
General Securities Representative Examination
Passed 1/18/1986

Approximate fees

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

Primary fee model
Assets Under Management (AUM)
Source

Intervest Ltd Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

INTERVEST LTDCurrent
11/20/1990Chevy Chase, MD
FERRIS, BAKER WATTS INCORPORATED
11/19/200212/21/2005Chevy Chase, MD

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at INTERVEST LTD

1 other advisor in the directory

View INTERVEST LTD firm profile
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. Richard Holleman Schoenfeld 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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