Unclaimed Profile

Joseph David Schofield

CAPITAL DESIGN ASSOCIATES GROUP, LLC·GREENVILLE, South Carolina

Series 7, Series 63, Series 65Clean record23 years registeredCAPITAL DESIGN ASSOCIATES GROUP, LLC

619 HALTON ROAD, GREENVILLE, SC 29607CRD# 2496116Firm CRD# 151838

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joseph David Schofield · GREENVILLE, SC

Registration

CRD #2496116 · CAPITAL DESIGN ASSOCIATES GROUP, LLC · 23 years registered

Brand Profile

Not yet started

Career History

BEACON POINTE ADVISORS, LLC

Feb 2021 – present

CDA GROUP

Dec 2009 – Mar 2021

GREENVILLE, SC

PARK AVENUE SECURITIES LLC

Oct 2005 – Dec 2009

GREENVILLE, SC

CAPITAL DESIGN ADVISORY SERVICES LLC

Jul 2003 – Oct 2005

GREENVILLE, SC

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · July 10, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL DESIGN ASSOCIATES GROUP, LLC

CRD 151838 · SEC 801-70794

AUM

$481M

Regulatory assets under management

Employees

1,000 client accounts

Services offered by CAPITAL DESIGN ASSOCIATES GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAPITAL DESIGN ASSOCIATES GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Joseph David Schofield offer?

Joseph David Schofield specializes in Financial Planning, Investment Management. Contact their office in GREENVILLE, South Carolina for a consultation.

What are Joseph David Schofield's credentials?

Joseph David Schofield is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph David Schofield located?

Joseph David Schofield is based in GREENVILLE, South Carolina, working with CAPITAL DESIGN ASSOCIATES GROUP, LLC. Their office serves clients in the GREENVILLE metropolitan area and surrounding communities.

How does Joseph David Schofield charge for services?

Joseph David Schofield's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL DESIGN ASSOCIATES GROUP, LLC?

CAPITAL DESIGN ASSOCIATES GROUP, LLC has approximately 3 employees and manages $481M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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