Leonard Skiena
S. R. Schill & Associates · Mercer Island, Washington
Leonard Skiena is a fee-only financial advisor at S. R. Schill & Associates in Mercer Island, Washington. Leonard focuses on retirement planning. S. R. Schill & Associates reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | S. R. Schill & Associates |
|---|---|
| Based in | Mercer Island, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $143.1M across 607 accounts |
| SEC registration | Investment adviser representative in CA, LA, TX, WA · CRD 5086092 |
| Exams passed | Series 65 (2006) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.srschill.com |
How Leonard's firm compares
- S. R. Schill & Associates's average account is about $236,000, from its Form ADV (assets managed divided by 607 accounts).
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Questions about Leonard
Is Leonard Skiena a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Leonard holds no broker registration, and S. R. Schill & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Leonard charge for financial advice?
Leonard's firm, S. R. Schill & Associates, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Leonard Skiena based?
Leonard Skiena is based in Mercer Island, Washington.
What does Leonard specialize in?
Leonard's specialties include retirement planning.
Is Leonard Skiena registered with the SEC?
Yes. Leonard Skiena is registered as an investment adviser representative in CA, LA, TX and WA (CRD 5086092), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does S. R. Schill & Associates manage?
S. R. Schill & Associates reports $143.1M across 607 accounts in assets under management.
How do I contact Leonard Skiena?
Through Leonard's website, www.srschill.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- S. R. Schill & Associates website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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