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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)38 years in industry

GARY EDWARD SCHANTZ

Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

ROSWELL, GA

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Search this name across graphsid dfx:ria:40b40fe8-9358-bfab-b5ba-eab478653170

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jul 31, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 5, 1987earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Consultant
Exams: S66|S63
First exam: Oct 5, 1987
First registration: Jul 31, 2002
Dual registered: yes, broker-dealer
IAPD individual key: 1542754

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Nov 15, 2017	n/a	yes	ROSWELL, GA	Current employment
ROBO ADVISOR, INC.	No RAUM reported	Jan 12, 2011	Nov 10, 2017	no	ROSWELL, GA	Previous registration
Spc	Bd affiliated wealth	Jan 30, 2003	Dec 31, 2010	no	ROSWELL, GA	Previous registration
VOYA FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Jul 31, 2002	Feb 3, 2003	no	ROSWELL, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ROBO ADVISOR, INC.	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Nov 10, 2017	Nov 15, 2017	5	Firm change	Other
Spc	ROBO ADVISOR, INC.	Dec 31, 2010	Jan 12, 2011	12	Firm change	Other
VOYA FINANCIAL ADVISORS, INC.	Spc	Feb 3, 2003	Jan 30, 2003	-4	Firm change	Other

Relationships

Registered with (4)

→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: current employment
Nov 15, 2017 to presentfactForm ADV
→ ROBO ADVISOR, INC.Registered adviserregistration: previous registration
Jan 12, 2011 to Nov 10, 2017factForm ADV
→ SPCRegistered adviserregistration: previous registration
Jan 30, 2003 to Dec 31, 2010factForm ADV
→ VOYA FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Jul 31, 2002 to Feb 3, 2003factForm ADV

Dated events

No dated event names this entity yet.