AUMdb
RH

Richard Holleman Schoenfeld

CRD 1454540 Certified Financial Planner

Firms

FirmRoleAs of
Intervest Ltd Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Ownership stakes

  • Intervest Ltd
    President, Chief Compliance Officer · 75% or more · Mar 2024

From Form ADV Schedule A/B filings.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗