AdFi
MA

Mark Andrew Schiller

Investment Adviser Representative at WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC

Sandpoint, IDCRD #4708073Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
States Registered
3 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Mark Andrew Schiller has worked in the securities industry since 2007. They are registered to provide investment advisory services in Idaho, Minnesota, and North Dakota.

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
IdahoMinnesotaNorth Dakota
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 1/6/2007
Series 63
Uniform Securities Agent State Law Examination
Passed 11/13/2003
Series 7
General Securities Representative Examination
Passed 10/14/2003

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Employee Benefit Plan - First $1,000,0001.00%
Employee Benefit Plan - Next $1,000,0000.75%
Employee Benefit Plan - Next $3,000,0000.55%
Employee Benefit Plan - Next $5,000,0000.40%
Employee Benefit Plan - All amounts thereafter0.35%
Account minimum: $500,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Williams AND Schiller Wealth Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLCCurrent
4/18/2007Sandpoint, ID

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC

1 other advisor in the directory

View WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mark Andrew Schiller has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Mark Andrew Schiller - Financial Advisor in Sandpoint, ID | AdvisorFinder