Unclaimed Profile

Leonard Alan Skiena

S. R. SCHILL & ASSOCIATES, INC.·MERCER ISLAND, Washington

Clean recordS. R. SCHILL & ASSOCIATES, INC.

2448 - 76TH AVE SE, MERCER ISLAND, WA 98040CRD# 5086092Firm CRD# 105864

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Leonard Alan Skiena · MERCER ISLAND, WA

Registration

CRD #5086092 · S. R. SCHILL & ASSOCIATES, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Leonard Alan Skiena is a registered financial advisor based in MERCER ISLAND, Washington, affiliated with S. R. SCHILL & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

S. R. SCHILL & ASSOCIATES, INC.

AUM

$136M

Regulatory assets under management

Employees

Total firm employees

View all advisors at S. R. SCHILL & ASSOCIATES, INC. →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5086092

Firm CRD# 105864

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Leonard Alan Skiena offer?

Leonard Alan Skiena specializes in Financial Planning, Investment Management. Contact their office in MERCER ISLAND, Washington for a consultation.

What are Leonard Alan Skiena's credentials?

Leonard Alan Skiena is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Leonard Alan Skiena located?

Leonard Alan Skiena is based in MERCER ISLAND, Washington, working with S. R. SCHILL & ASSOCIATES, INC.. Their office serves clients in the MERCER ISLAND metropolitan area and surrounding communities.

How does Leonard Alan Skiena charge for services?

Leonard Alan Skiena's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is S. R. SCHILL & ASSOCIATES, INC.?

S. R. SCHILL & ASSOCIATES, INC. has approximately 6 employees and manages $136M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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