Andrew Gregory Schantz

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Periodicals / newsletters
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-09-18

CA RA
APPROVED

Since 2024-09-18

Branch Locations

Fresno, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
New York Life Insurance Company	Fresno	CA	07/2011	Present
Nylife Securities Llc	Fresno	CA	11/2011	Present
Eagle Strategies Llc	Fresno	CA	09/2024	Present

07/2011 → Present

New York Life Insurance Company

Fresno, CA
11/2011 → Present

Nylife Securities Llc

Fresno, CA
09/2024 → Present

Eagle Strategies Llc

Fresno, CA

Other Businesses

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS through GA Producers Financial Group and Bankers Life.; 2467 E Soquel Circle, Fresno CA 93720; Start Date 10/2020; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [Collaborative Excellence of Fresno; professional networking group; 2467 E Soquel Circle, Fresno CA 93720; Start Date 05/2024; Role/Title: Board Member; Not Investment Related; 2 hours per month; 2 hours per month during securities trading hours; vice president of the group. I recruit new members to join and participate on the board.] [Rental Properties; Using rental property as a form of investment. 17453 Woodrow Ln, Surprise AZ 85388.; 2467 E Soquel Circle, Fresno Ca 93720; Start Date 01/2021; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive owner][The Goleta Spot; Public Market Restaurant; 521 Firestone Rd, Goleta CA 93117; Start Date 10/2025; Role/Title: Passive Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours][We Funder Investments; buying shares of private companies online; Start Date 02/2021; Role/Title: Passive Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours]

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-09-17
S63	Uniform Securities Agent State Law Examination	2012-01-27

S65 Uniform Investment Adviser Law Examination

2024-09-17
S63 Uniform Securities Agent State Law Examination

2012-01-27

View on SEC IAPD