Morgan Stanley
47yrs
Top advisor by experience in New York
2yrs
Christopher Schofield
Financial advisor at Nerdwallet Wealth Partners
Christopher Schofield is a fiduciary financial advisor in New York, New York, with 2 years in the industry. Christopher joined Nerdwallet Wealth Partners in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office123 William Street 21st Floor, New York, NY 10038
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$378,737
Advisors at the firm17
States licensed ?1 state
Services through Nerdwallet Wealth Partners
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
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
- Apr 2026 – nowNerdwallet Wealth Partners, LLCCurrent firm
Contact Christopher
(917) 275-7821Nerdwallet Wealth Partners main office 123 William Street 21st FloorNew York, NY 10038Office · Get directions
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Questions to ask Christopher
Tailored to Christopher’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Christopher
How do I contact Christopher?
Call Nerdwallet Wealth Partners at (917) 275-7821 and ask for Christopher Schofield. Christopher works from the New York, NY office.
How long has Christopher been a financial advisor?
Christopher has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Christopher hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Christopher a fiduciary?
Christopher is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Christopher paid?
Nerdwallet Wealth Partners reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Christopher 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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