Bryan
Schimmel

Eagle Strategies LLC

CRD#5855061
Investment Advisor
in Glendale, CA

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About this Advisor

Bryan Schimmel is a financial advisor working out of Glendale, California, with a total of 3 years of relevant experience. Schimmel is currently employed by Eagle Strategies LLC. Over the course of their career, Schimmel has held roles at H.Beck, Inc, Ameriprise Financial Services Inc, Axa-Advisors, LLC, Gerber Kawasaki Wealth & Investment Management, Nylife Securities LLC, New York Life Insurance Co and Eagle Strategies LLC. Schimmel holds Series 66 and Series 63 licenses, designating them as a securities representative, and is approved to operate in California. Eagle Strategies LLC is an advisory company that has its headquarters in New York, NY. It has offices in 828 locations and a total of 2,392 advisors. It handles $17 billion in total assets across its 87,580 accounts, placing it among the biggest firms in the country by assets under management. The firm provides services to 175 charities and foundations. Of its 87,580 accounts, 17% are associated with high-net-worth investors who have greater than $1 million in investable assets. The business performs a wide range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advisory services typically vary depending on the type of financial services offered. However, fee types charged by Eagle Strategies LLC likely consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Series 63

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

801 N Brand Blvd
Glendale, CA 91203

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$16,667,263,900

CA Average: $7,464,549,021
Total Number of Employees

2,392

CA Average: 88
Total Number of Accounts

87,580

CA Average: 3,892
Average Account Size

$190,309

CA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Bryan Schimmel Work History

Bryan has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Nylife Securities LLC

2020 - Present (4 years)

New York Life Insurance Co

2020 - Present (4 years)

Eagle Strategies LLC

2019 - 2020 (1 year)

Gerber Kawasaki Wealth & Investment Management

2018 - 2018 (< 1 year)

Axa-Advisors, LLC

2013 - 2017 (4 years)

Ameriprise Financial Services Inc

2012 - 2013 (1 year)

H.Beck, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Bryan Schimmel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Eagle Strategies LLC

Walter Lawrence
Monroe, LA
Joshua Mccarthy
Buffalo, NY
Kyoung Lee
Fairfax, VA
Bradley Brodersen
Lincoln, NE
Vanessa Bucklin
Conrad, MT
Thuan Pham
San Jose, CA
Justin Lindahl
Madison, CT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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