Investment Adviser Public Disclosure SECNASAASECNASAASECNASAA
  • Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
< Back to Results
Detailed Report
RICHARD HOLLEMAN SCHOENFELD
CRD#: 1454540
IA
Investment Adviser
INTERVEST LTDCRD#: 104614 2 WISCONSIN CIRCLE
SUITE 910
CHEVY CHASE, MD 20815-7040
Registration History
19901995200020052010201520202025IAINTERVEST LTD (CRD# 104614)1990 - Present (34 years)IAFERRIS, BAKER WATTS INCORPORATED (CRD# 285)2002 - 2005 (3 years)
License(s)

State Registrations

IA
Maryland 11/20/1990
Current Registration(s)
IA
INTERVEST LTD (CRD#:104614)
2 WISCONSIN CIRCLE SUITE 910, CHEVY CHASE, MD 20815-7040
2 WISCONSIN CIRCLE SUITE 910, CHEVY CHASE, MD 20815
Registered with this firm since 11/20/1990
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 11/19/2002 - 12/21/2005 FERRIS, BAKER WATTS INCORPORATED (CRD#:285) CHEVY CHASE, MD
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.