Leonard Skiena has been Chief Executive Officer / Chief Compliance Officer of S. R. Schill & Associates since March 2006, is a control person of the firm and directly owns between 50% and 75% of it. Leonard Skiena holds an MBA from the University of Washington and an Undergraduate and graduate degrees in Electrical Engineering and Computer Science from Pennsylvania State University.
S. R. Schill & Associates, Inc. is a Mercer Island, WA firm with $143M under management, 195 clients and 3 advisers in one office, as of its March 2026 filing.
Len Skiena is Principal, CEO of S. R. Schill & Associates. He joined the firm in 2006, and his responsibilities include personal financial planning, marketing, research, and compliance. He spent seventeen years in the technology industry, including nine managing technical teams and divisions.
- – present · 20 yearsMercer Island, WA · Adviser representative · Firm CRD 105864
Professional designations
Listed by S. R. Schill & Associates
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Leonard Skiena is registered as an investment adviser representative in 4 states. The first approvals date from March 2006; the most recent is Louisiana, in April 2014.
- CaliforniaSince 15 September 2006
- LouisianaSince 1 April 2014
- TexasSince 15 September 2006
- WashingtonSince 16 March 2006
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 March 2006 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Leonard Alan Skiena
- CRD
- 5086092
- Firm
- S. R. Schill & Associates · CRD 105864
- Role
- Chief Executive Officer / Chief Compliance Officer
- Office
- 2448 76TH AVE. SE, SUITE 222, Mercer Island, WA 98040
- Registration
- Investment adviser registration
- In the industry since
- March 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- srschill.com
Where does Leonard Skiena work?
Leonard Skiena has been Chief Executive Officer / Chief Compliance Officer of S. R. Schill & Associates, Inc. since March 2006, and is a control person of the firm.
Is Leonard Skiena a financial advisor?
Yes. Leonard Skiena has a current investment-adviser registration in California, Louisiana, Texas and Washington, through S. R. Schill & Associates since March 2006.
How many years of experience does Leonard Skiena have?
Leonard Skiena has 20 years in the financial industry, since March 2006, across 1 adviser firm.
What exams has Leonard Skiena passed?
Leonard Skiena passed the Series 65 in March 2006.
Where is Leonard Skiena based?
Leonard Skiena’s registered office is in Mercer Island, WA.
Is Leonard Skiena registered with FINRA?
No. Leonard Skiena has no current broker registration.
Is Leonard Skiena a CFP?
S. R. Schill & Associates lists Leonard Skiena with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Leonard Skiena’s record?
Search CRD 5086092 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Leonard Skiena’s full registration record.
