Mark Andrew Schiller
Investment Adviser Representative at Williams AND Schiller Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Mark Andrew Schiller is an investment adviser representative with Williams and Schiller Wealth Management, LLC in Sandpoint, ID, where they have been registered since 2007, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Idaho, Minnesota, and North Dakota.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Idaho, Minnesota, North Dakota
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Williams & Schiller, P.C. CPASSep 2006 – no end date reportedSandpoint, ID
- Williams & Schiller Wealth Management, LLCMar 2007 – no end date reportedSandpoint, ID
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Williams AND Schiller Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $500,000 (waivable)
- 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%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Integrated tax planning, business value acceleration, succession planning, personalized investment and estate strategies, retirement income planning, multi-year tax strategy, and cross-border tax and wealth guidance for expats.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Sandpoint, ID
- SEC file number:
- 801-134243
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 12, 2026
View full firm profileOther advisors at Williams AND Schiller Wealth Management, LLC
1 other advisor in the directory
View Williams AND Schiller Wealth Management, LLC firm profileSimilar advisors in Sandpoint, ID
Other advisors whose filed branch office is in the same city.
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.
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