Shmuel Beckerman
Shmuel Beckerman is a CFP-designated registered investment advisor at Schonfeld Wealth Management, LLC, based in Brooklyn, NY, with 4 years of industry experience. Shmuel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Divorce Planning, and 9 more. Their firm serves 159 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual asset management fees typically range between 1.00% and 2.00% per year. Fees are negotiable based on account complexity, client financial needs, and expected assets under management.
Fee Estimator
Location
1063 63rd Street, 9th Floor, Suite 9400, Brooklyn, NY, 11219
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Shmuel is the owner/operator of JB Worldwide LLC, buying and reselling consumer electronics, and JB Worldwide Distribution LLC. These activities each require minimal time and are not investment-related.
Employment History
Current Registrations
The Leaders Group, INC.
Schonfeld Wealth Management, LLC
The Leaders Group, INC.Broker
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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