Scott Jason Schill

Employer firm

S. R. Schill & Associates, Inc. CRD 105864

$143M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2002 → 06/2019
  Yarmuth Wilsdon Calfo
  Seattle, WA
• 07/2020 → 12/2021
  Aging Options
  Federal Way, WA
• 10/2022 → Present
  S. R. Schill & Associates
  Mercer Island, WA
• 02/2023 → Present
  Thrive Longevity Law
  Mercer Island, WA
• 01/2023 → Present
  S. R. Schill & Associates
  Mercer Island, WA
• 07/2019 → Present
  Life Point Law
  Federal Way, WA

Previous Registrations

• 1999-08-10 → 2005-01-13
  Quantum Asset Management
  Mercer Island, WA

Other Businesses

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;

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-30

Other Names

• Scott Schill