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    Bryan Schimmel

    Financial Advisor at New York Life Insurance Company

    Bryan Schimmel is a financial advisor currently associated with New York Life Insurance Company and its subsidiaries. He works as a Registered Representative for NYLIFE Securities LLC since June 2020 and as an Investment Adviser Representative for Eagle Strategies LLC since July 2020.1

    Schimmel specializes in tax diversification, financial planning, and investing strategies. He helps clients optimize their financial portfolios and create personalized roadmaps to achieve long-term financial goals.4

    Key points about Bryan Schimmel:

    1. Education: He earned a bachelor's degree in Economics with a minor in Finance from Indiana University.4

    2. Career influence: His grandfather, a respected financial advisor, served as his mentor and inspired his career path.4

    3. Current roles:

      • Managing Partner at Madison Residential in Westlake Village, CA2
      • Independent Broker at ISU Insurance Services / The F&I Agency in Thousand Oaks3
      • Associate at Monarch Grove Wealth Strategies and Insurance Solutions since June 20231
    4. Professional qualifications: He has passed the Securities Industry Essentials Examination (SIE), General Securities Representative Examination (S7), Uniform Securities Agent State Law Examination (S63), and Uniform Combined State Law Examination (S66).1

    5. Community involvement: Schimmel serves as a board member for Beit T'Shuvah, a charity focused on addressing drug and alcohol abuse issues.4

    6. Personal life: He resides in Encino with his wife, Houda, and their dog, Shimmy.4

    7. Recent activity: On June 3, 2023, Schimmel had breakfast with Congressman Brad Sherman, discussing issues such as the current financial climate and opioid addiction.5

    Highlights

    Apr 5 · newyorklife.com
    BRYAN SCHIMMEL Your Financial Advisor - New York Life Insurance
    BRYAN SCHIMMEL Your Financial Advisor - New York Life Insurance
    Meet Our Team : Monarch Grove Wealth Strategies & Insurance ...
    Meet Our Team : Monarch Grove Wealth Strategies & Insurance ...
    [PDF] Bryan Schimmel - SEC.gov

    Related Questions

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    How long has Bryan Schimmel been working at New York Life Insurance Company?
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    Are there any disciplinary actions or criminal charges against Bryan Schimmel?
    What states is Bryan Schimmel currently registered to work in?
    Bryan Schimmel
    Bryan Schimmel, photo 1
    Bryan Schimmel, photo 2
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    Location

    Los Angeles, California, United States