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Leonard Alan Skiena

S. R. SCHILL & ASSOCIATES, INC.·MERCER ISLAND, Washington
Series 65Clean record20 years registeredS. 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. · 20 years registered
Brand Profile
Not yet started
01

Career History

S. R. SCHILL & ASSOCIATES, INC.
Mar 2006 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 16, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
S. R. SCHILL & ASSOCIATES, INC.
CRD 105864 · SEC 801-30972
AUM
$136M
Regulatory assets under management
Employees
6
601 client accounts
Services offered by S. R. SCHILL & ASSOCIATES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at S. R. SCHILL & ASSOCIATES, INC. →
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05

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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Other Advisors at S. R. SCHILL & ASSOCIATES, INC.

Stanley Roi Schill
MERCER ISLAND, WA
Nhat Thi Minh Bui
MERCER ISLAND, WA
Robert Edwin Toomey
MERCER ISLAND, WA

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