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Drew Christopher Schmidt

Eagle Strategies LLC

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About Drew Christopher Schmidt

Drew Christopher Schmidt is a financial advisor who has been in the industry since 2001. Drew currently works with Eagle Strategies LLC and is registered with both FINRA and the SEC. Drew is licensed to provide financial advice in a number of states, including New York and Texas, Drew has expertise in various areas, including portfolio management for individuals and financial planning. Prior to joining Eagle Strategies LLC, Drew worked at Labranche & Co. LLC and Bocklet & Company, LLC. Drew is a strong advocate for his clients, working with them to develop a customized financial plan that meets their individual needs.

Firm Information

Drew Schmidt 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

520 BROAD HOLLOW RD.

MELVILLE, NY 11747

$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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Drew Schmidt’s Registration & Firm History

NY

10/18/2021 - Present

Eagle Strategies LLC (MELVILLE NY)

NY

10/19/2001 - 01/31/2003

LABRANCHE & CO. LLC (NEW YORK NY)

NY

05/23/2001 - 10/24/2001

BOCKLET & COMPANY, LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 8/3/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 8/22/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 5/21/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 8/16/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/11/2001

Series 25 - NYSE Trading Assistant Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Drew Christopher Schmidt.
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