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Bryan Schimmel

Eagle Strategies LLC

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About Bryan Schimmel

Bryan Schimmel is an investment advisor representative with Eagle Strategies LLC. Bryan has been in the financial services industry for over 10 years. Bryan is registered in California, Texas, Alabama, Florida, Georgia, Illinois, New Jersey, New York, South Carolina, and Utah. Bryan holds a Series 7, Series 66, and Series 63 licenses. Bryan is also a licensed insurance broker. Bryan specializes in providing financial planning, portfolio management, and insurance brokerage services to individuals, families, and businesses.

Firm Information

Bryan Schimmel is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

801 N BRAND BLVD

GLENDALE, CA 91203

$20.36B

Assets Under Management

6,070

Total Clients

2,031

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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fixed fees

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

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percentage of assets

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

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Bryan Schimmel’s Registration & Firm History

CA

05/02/2023 - Present

Eagle Strategies LLC (GLENDALE CA)

CA

02/12/2018 - 04/27/2018

AXA ADVISORS, LLC (LOS ANGELES CA)

IL

06/19/2013 - 03/10/2017

AMERIPRISE FINANCIAL SERVICES, INC. (ARLINGTON HEIGHTS IL)

IL

08/01/2012 - 07/10/2013

H. BECK, INC. (ARLINGTON HEIGHTS IL)

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Licenses & Designations

BC

Issued 9/2/2020

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 10/8/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 4/27/2018

SIE - Securities Industry Essentials Examination

BC

Issued 7/24/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Bryan Schimmel. Review regulatory record here.
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