Scott J. Schill

S. R. SCHILL & ASSOCIATES

Mercer Island, WA 98040

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CRD#: 3210626

Professional summary

Scott Jason Schill, who also goes by Scott Schill, is a registered financial advisor currently at S. R. SCHILL & ASSOCIATES, INC. located in Mercer Island, Washington.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Scott has worked at 2 firms and has passed the Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Scott Schill

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Thrive Longevity Law; No; Mercer Island, WA; Founder; 02/2023; 45/ MO; 3/MO; Estate Planning 2. Life Point Law; No; Federal Way, WA; Of Counsel; 10/2019; 2/MO; 2/MO;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Jason Schill's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 1, 2023 - Present

S. R. SCHILL & ASSOCIATES, INC.

Office #1: 2448 - 76th Ave Se Suite 107, Mercer Island, WA 98040

RIA

CRD#: 105864

Mercer Island, WA

Past

August 10, 1999 - January 13, 2005

QUANTUM ASSET MANAGEMENT

RIA

CRD#: 108179

MERCER ISLAND, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

S. R. SCHILL & ASSOCIATES, INC.

QUANTUM ASSET MANAGEMENT | SCHILL S R & ASSOCIATES INC | S. R. SCHILL & ASSOCIATES, INC. | S. R. SCHILL & ASSOCIATES INC.

CRD#: 105864 / SEC#: 801-30972

RIA

Registered Investment Advisory firm - (11/2/1987 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Washington
(1/1/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/30/2022

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 3/25/1999

General Securities Representative Examination

Current Firm

S. R. SCHILL & ASSOCIATES, INC.

QUANTUM ASSET MANAGEMENT | SCHILL S R & ASSOCIATES INC | S. R. SCHILL & ASSOCIATES, INC. | S. R. SCHILL & ASSOCIATES INC.

CRD#: 105864 / SEC#: 801-30972

RIA

Registered Investment Advisory firm - (11/2/1987 Approved)

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Contact information

Main Address

2448 - 76th Ave Se Suite 107, Mercer Island, WA 98040

Mailing Address

Phone number

(206) 275-2700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

S. R. SCHILL & ASSOCIATES (3/20/2025)

Regulatory assets under management

Total Number of Accounts	565
AUM (Assets Under Management)	$ 126,887,426

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Scott J. Schill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Jason Schill's CRS (Customer Relationship Summary).

Certified licenses

Experience

S. R. SCHILL & ASSOCIATES, INC.

QUANTUM ASSET MANAGEMENT

Primary Firm SEC Registration

S. R. SCHILL & ASSOCIATES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/30/2022

Series 7

Date: 3/25/1999

Current Firm

S. R. SCHILL & ASSOCIATES, INC.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

S. R. SCHILL & ASSOCIATES, INC.

TRUST BUT VERIFY

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