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Jeffrey STUART Schoenfeld
CRD#: 2023242
IA
Investment Adviser
B
Broker
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDCRD#: 7691 266 MERRICK RD
LYNBROOK, NY 11563
Registration History
199019952000200520102015202020252 FIRMS2003 - 2009 (5 years)2 FIRMS2009 - 2016 (7 years)2 FIRMS2016 - Present (8 years)BBANC OF AMERICA SECURITIES LLC (CRD# 26091)1997 - 2003 (5 years)BSCHRODER & CO. INC. (CRD# 6112)1994 - 1997 (3 years)BD. BLECH & COMPANY, INCORPORATED (CRD# 26063)1993 - 1994 (<1 year)BALEX. BROWN & SONS INCORPORATED (CRD# 20)1990 - 1993 (3 years)BSHEARSON LEHMAN HUTTON INC. (CRD# 7506)1990 - 1990 (<1 year)
License(s)

State Registrations

B
Arizona 1/22/2020

B
New Jersey 8/19/2016

B
California 8/19/2016

IA
New Jersey 8/23/2016

B
Colorado 8/19/2016

B
New York 8/19/2016

B
Connecticut 8/19/2016

IA
New York 4/19/2021

B
Delaware 8/19/2016

B
North Carolina 8/19/2016

B
District of Columbia 4/5/2019

B
Ohio 8/19/2016

B
Florida 8/19/2016

B
Pennsylvania 8/19/2016

B
Georgia 6/2/2020

B
South Carolina 8/19/2016

B
Maine 8/19/2016

B
Tennessee 8/30/2016

B
Maryland 8/19/2016

B
Texas 8/19/2016

B
Massachusetts 8/19/2016

IA
Texas 8/19/2016

B
Mississippi 8/19/2016

B
Virginia 7/2/2018

B
Nevada 8/19/2016

SRO Registrations

B
Cboe BYX Exchange, Inc.

B
Cboe BZX Exchange, Inc.

B
Cboe Exchange, Inc.

B
FINRA

B
Nasdaq Stock Market

B
New York Stock Exchange

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Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691)
266 MERRICK RD, LYNBROOK, NY 11563
Registered with this firm since 8/19/2016

B
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691)
266 MERRICK RD, LYNBROOK, NY 11563
Registered with this firm since 8/19/2016

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
04/20/2009 - 08/30/2016 UBS FINANCIAL SERVICES INC. (CRD#:8174) NEW YORK, NY
B
02/26/2009 - 08/30/2016 UBS FINANCIAL SERVICES INC. (CRD#:8174) NEW YORK, NY
IA
08/06/2003 - 03/23/2009 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) NEW YORK, NY
B
05/23/2003 - 03/23/2009 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) NEW YORK, NY
B
10/31/1997 - 05/27/2003 BANC OF AMERICA SECURITIES LLC (CRD#:26091) NEW YORK, NY
B
05/06/1994 - 11/07/1997 SCHRODER & CO. INC. (CRD#:6112) NEW YORK, NY
B
09/27/1993 - 05/09/1994 D. BLECH & COMPANY, INCORPORATED (CRD#:26063) NEW YORK, NY
B
09/06/1990 - 09/29/1993 ALEX. BROWN & SONS INCORPORATED (CRD#:20)
B
04/25/1990 - 07/19/1990 SHEARSON LEHMAN HUTTON INC. (CRD#:7506) NEW YORK, NY
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B
Broker
IA
Investment Adviser
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.