Richard Schiller has been CCO and President of Pavlic Investment Advisors since January 2025, is a control person of the firm and directly owns under 5% of it.
Pavlic Investment Advisors, Inc. is a Delafield, WI firm with $109M under management, 87 clients and 2 advisers in one office, as of its May 2026 filing.
Richard Schiller is President of Pavlic Investment Advisors, based in Delafield, WI. Schiller serves as President and Senior Wealth Advisor, focusing on investment research and analysis, client asset allocation, business operations, compliance and client communications. Previously, he served as Director and Global Research Analyst with Duff & Phelps Investment Management in Chicago, focusing on investing in public real estate companies in the United States, and before that worked at Robert W. Baird in a similar capacity.
- – present · 4 yearsDelafield, WI · Adviser representative · Firm CRD 111246
Professional designations
Listed by Pavlic Investment Advisors
- Chartered Financial Analyst (CFA®)
- Certified Public Accountant (CPA)
Investment adviser representative registrations
Richard Schiller is registered as an investment adviser representative in 2 states. The first approvals date from January 2022; the most recent is Texas, in April 2026.
- TexasSince 22 April 2026
- WisconsinSince 23 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 87 | Research Analyst Exam - Part II Regulations Module | 16 July 2015 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 July 2015 |
| Series 7 | General Securities Representative Examination | 24 June 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Research Analyst Exam - Part II Regulations Module
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Richard Charles Schiller
- CRD
- 6478044
- Firm
- Pavlic Investment Advisors · CRD 111246
- Role
- CCO and President
- Office
- 440 WELLS STREET, 203, Delafield, WI 53018
- Registration
- Investment adviser registration
- In the industry since
- August 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- pavlic.com
Where does Richard Schiller work?
Richard Schiller has been CCO and President of Pavlic Investment Advisors, Inc. since January 2025, and is a control person of the firm.
Is Richard Schiller a financial advisor?
Yes. Richard Schiller has a current investment-adviser registration in Texas and Wisconsin, through Pavlic Investment Advisors since January 2022.
How many years of experience does Richard Schiller have?
Richard Schiller has 10 years in the financial industry, since August 2016, across 1 adviser firm.
What exams has Richard Schiller passed?
Richard Schiller has passed 3 licensing exams: the Series 7, Series 63 and Series 87. The earliest, the Series 7, was passed in June 2015. FINRA credited Richard Schiller with the SIE, which began in October 2018.
Where is Richard Schiller based?
Richard Schiller’s registered office is in Delafield, WI.
Is Richard Schiller registered with FINRA?
No. Richard Schiller has no current broker registration.
Is Richard Schiller a CFA charterholder?
Pavlic Investment Advisors lists Richard Schiller with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Richard Schiller’s record?
Search CRD 6478044 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Richard Schiller’s full registration record.