Unclaimed Profile

Stacy Nicole Schill

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

Clean recordS. R. SCHILL & ASSOCIATES, INC.

2448 - 76TH AVE SE, MERCER ISLAND, WA 98040CRD# 6174024Firm CRD# 105864

Profile Verification

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

Identity

Stacy Nicole Schill · MERCER ISLAND, WA

Registration

CRD #6174024 · S. R. SCHILL & ASSOCIATES, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Stacy Nicole Schill 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# 6174024

Firm CRD# 105864

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Stacy Nicole Schill offer?

Stacy Nicole Schill specializes in Financial Planning, Investment Management. Contact their office in MERCER ISLAND, Washington for a consultation.

What are Stacy Nicole Schill's credentials?

Stacy Nicole Schill is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stacy Nicole Schill located?

Stacy Nicole Schill 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 Stacy Nicole Schill charge for services?

Stacy Nicole Schill'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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