Unclaimed Profile

Robert Edwin Toomey

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

Series 7, Series 63, Series 65, Series 87Clean record25 years registeredS. R. SCHILL & ASSOCIATES, INC.

2448 - 76TH AVE SE, MERCER ISLAND, WA 98040CRD# 1731557Firm CRD# 105864

Profile Verification

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

Identity

Robert Edwin Toomey · MERCER ISLAND, WA

Registration

CRD #1731557 · S. R. SCHILL & ASSOCIATES, INC. · 25 years registered

Brand Profile

Not yet started

Career History

NORTHWEST ASSET MANAGEMENT

Sep 2024 – present

S. R. SCHILL & ASSOCIATES, INC.

Jun 2011 – Sep 2024

MERCER ISLAND, WA

D.A. DAVIDSON & CO.

Jul 2008 – Jun 2011

REDMOND, WA

EK RILEY ADVISORS, LLC

May 2005 – Jun 2007

SEATTLE, WA

RBC DAIN RAUSCHER INC.

Mar 2001 – May 2005

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Series 87

Registration record

First registered · March 19, 2001

Years registered · 25

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 Robert Edwin Toomey offer?

Robert Edwin Toomey specializes in Financial Planning, Investment Management. Contact their office in MERCER ISLAND, Washington for a consultation.

What are Robert Edwin Toomey's credentials?

Robert Edwin Toomey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Edwin Toomey located?

Robert Edwin Toomey 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 Robert Edwin Toomey charge for services?

Robert Edwin Toomey'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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