PS
CFP
PS
CFP
Preston Schoenfeld
18 Years of Experience
Riverhead, NY
1 DisclosureBroker
Preston Schoenfeld is a CFP-designated registered investment advisor at Morgan Stanley, based in Riverhead, NY, with 18 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
611 East Main Street, Riverhead, NY, 11901
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2006Settled
Employment History
Current Registrations
Morgan Stanley
April 2010 - Present · 16 yrs 1 mo
Morgan StanleyBroker
April 2010 - Present · 16 yrs 1 mo
Previous Registrations
Morgan Stanley Dw INC.Broker
May 2005 - April 2006 · 11 mos
Citigroup Global Markets INC.Broker
March 2003 - May 2005 · 2 yrs 2 mos
State Registrations29 states
AZCACOCTDEFLGAILKYMAMDMEMIMTNCNHNJNYOHORPARISCTNTXVAVTWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.