linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Peter Michael Schofield

Chartwell Investment Partners, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Peter? Claim Your Profile

About Peter Michael Schofield

Peter Michael Schofield is a registered investment advisor representative with Chartwell Investment Partners, LLC based in Berwyn, PA. Peter has been in the industry since February 1997 and holds the Series 7 General Securities Representative Examination. Peter is also a Chartered Financial Analyst. Peter's previous experience includes working at John Hancock Funds, Inc. in Boston, MA. Chartwell Investment Partners, LLC is a Registered Investment Advisor firm based in Berwyn, PA. The firm has a total of 398 clients and has over $12 billion in regulatory assets under management. The firm offers a variety of advisory services including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

Peter Schofield is currently registered with Chartwell Investment Partners, LLC. Chartwell Investment Partners, LLC is an investment advisor based in Berwyn, PA. The firm manages approximately $12.31 billion in assets for a variety of clients, including individuals, corporations, investment companies, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles. The firm offers a range of investment advisory services, including portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Chartwell Investment Partners also participates in wrap fee programs.
Chartwell Investment Partners, LLC

1205 WESTLAKES DRIVE

BERWYN, PA 19312

$12.31B

Assets Under Management

398

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Peter Schofield’s Registration & Firm History

PA

06/30/2021 - Present

Chartwell Investment Partners, LLC (BERWYN PA)

MA

02/04/1997 - 02/12/2002

JOHN HANCOCK FUNDS, INC. (BOSTON MA)

Not sure if Peter Michael Schofield is right for you?

Licenses & Designations

BC

Issued 02/03/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter Michael Schofield.
Not sure if Peter Michael Schofield is right for you?