Unclaimed Profile

Nhat Thi Minh Bui

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

SIE, Series 6TO, Series 7, Series 7TO, Series 63, Series 66Clean record9 years registeredS. R. SCHILL & ASSOCIATES INC.

2448 - 76TH AVE SE, MERCER ISLAND, WA 98040CRD# 6636278Firm CRD# 105864

Profile Verification

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

Identity

Nhat Thi Minh Bui · MERCER ISLAND, WA

Registration

CRD #6636278 · S. R. SCHILL & ASSOCIATES INC. · 9 years registered

Brand Profile

Not yet started

Career History

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Mar 2023 – present

RAYMOND JAMES FINANCIAL SERVICES, INC.

Dec 2019 – present

S. R. SCHILL & ASSOCIATES INC.

Nov 2016 – Mar 2019

MERCER ISLAND, WA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Sep 2016 – Oct 2016

MERCER ISLAND, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 6TO

Series 7

Series 7TO

Series 63

Series 66

Registration record

First registered · September 15, 2016

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

S. R. SCHILL & ASSOCIATES, INC.

CRD 105864 · SEC 801-30972

AUM

$136M

Regulatory assets under management

Employees

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. →

Introduction

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Frequently Asked Questions

What services does Nhat Thi Minh Bui offer?

Nhat Thi Minh Bui specializes in Financial Planning, Investment Management. Contact their office in MERCER ISLAND, Washington for a consultation.

What are Nhat Thi Minh Bui's credentials?

Nhat Thi Minh Bui is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Nhat Thi Minh Bui located?

Nhat Thi Minh Bui 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 Nhat Thi Minh Bui charge for services?

Nhat Thi Minh Bui'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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