Buckley Wealth
47yrs
Top advisor by experience in Nevada
32yrs
Bernard Schofield has worked in the financial industry for 32 years and is a fiduciary financial advisor based in Las Vegas, Nevada. After six years at Citigroup Global Markets, Bernard joined Morgan Stanley in 2009, a firm offering financial planning, investment management, and retirement plan consulting. Morgan Stanley reports being paid through a percentage of assets, flat fees, and commissions.
One of 1277 advisors with offices in Las Vegas, and one of 1218 fiduciaries.
At a glance
Experience32 years (since 1994)
How that compares ?Top 11% by experience in Las Vegas
Office8548 Rozita Lee Avenue Suite 400, Las Vegas, NV 89113
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2009 – nowMorgan StanleyCurrent firm
- 2003 – 2009Citigroup Global Markets Inc.Previously
Contact Bernard
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Bernard. 8548 Rozita Lee Avenue Suite 400Las Vegas, NV 89113Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Bernard
Tailored to Bernard’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Bernard
How do I contact Bernard?
Call Morgan Stanley at (914) 225-5510 and ask for Bernard Schofield. Bernard works from the Las Vegas, NV office.
How long has Bernard been a financial advisor?
Bernard has been in the industry since 1994, about 32 years. Top 11% by experience in Las Vegas.
What licenses does Bernard hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Bernard a fiduciary?
Bernard is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bernard paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Bernard for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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