Gregory
Schlather

Eagle Strategies LLC

CRD#7330971
Investment Advisor
in New Braunfels, TX

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About this Advisor

Gregory Schlather is a financial advisor based in New Braunfels, Texas, working with Eagle Strategies LLC. Gregory has previously held positions at Ag Farms On Long Creek, LLC, Cleardata, Catapult Systems, New York Life Insurance Co, Nylife Securities LLC, Texas A&M University, and Eagle Strategies LLC. Gregory has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Gregory is part of Eagle Strategies LLC, which operates out of New Braunfels, Texas. The firm has 849 offices and 2,567 employees. The firm manages assets totaling $20.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eagle Strategies LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

910 Gruene Road Building 4B
New Braunfels, TX 78130

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$20,357,746,578

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

2,567

TX Average: 88
Total Number of Accounts

95,287

TX Average: 3,892
Average Account Size

$213,647

TX 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

Gregory Schlather Work History

2023 - Present (1 year)

Eagle Strategies LLC

2021 - Present (3 years)

New York Life Insurance Co

2021 - Present (3 years)

Nylife Securities LLC

2018 - 2020 (2 years)

Cleardata

2016 - 2018 (2 years)

Texas A&M University

2015 - 2021 (6 years)

Ag Farms On Long Creek, LLC

2007 - 2018 (11 years)

Catapult Systems

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Gregory Schlather 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

Raymond Stellhorn-Tavera
Newport Beach, CA
Jon Rusten
Woodbury, MN
Meaghan Ives
Pensacola, FL
Madison Robidart
Gillette, WY
Rebecca Wolff
Bellevue, WA
Kylie Nesbitt
Renton, WA
Tobin Thomas
Oklahoma City, OK
Ricardo Ramirez
Glendale, CA

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