advisors

Andrew B. Shantz Senior Vice President–Wealth Management The Shantz Mantione Group at UBS Private Wealth Management

750 Washington Boulevard, 11th Floor
Stamford, CT 06901

andrew.shantz@ubs.com Website 866.860.7266

Andrew B. Shantz joined UBS in 2003. He is a Certified Financial Planner™ and private
wealth advisor and holds securities and insurance licenses. Mr. Shantz focuses on
financial planning, asset and liability management and wealth-transfer and estate
planning. Mr. Shantz and his family live in Fairfield, Connecticut.

At a Glance

Minimum Net Worth Requirement

$20 million (planning services); $10 million (in assets, investment services)

Financial Services Experience

20 years

Compensation Method

Asset-based and fixed fees; commissions (investment and insurance products)

Primary Custodian for Investor Assets

UBS Financial Services Inc.

Minimum Fee for Service None
professional services provided
  • Planning
  • investment advisory and money management services
  • insurance advice and products including life
  • variable annuity
  • fixed annuity and long-term care

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