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Yelena Anatolyevna Schubert

Investment Adviser Representative at SMEAD CAPITAL MANAGEMENT, INC.

Phoenix, AZCRD #5503504Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
18 yrs
States Registered
2 states
Exams Passed
2

Professional summary

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

Yelena Anatolyevna Schubert has worked in the securities industry since 2008. They have passed the Series 65 examination. They are registered to provide investment advisory services in Arizona and Washington.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 2 states
ArizonaWashington
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/19/2008
SIE
Securities Industry Essentials Examination
Passed 10/23/2024

Approximate fees

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

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0085
Source

Smead Capital Management, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

SMEAD CAPITAL MANAGEMENT, INC.Current
7/26/2016 – Phoenix, AZ
GW CAPITAL INC
7/21/2008 – 4/4/2016Bellevue, WA

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at SMEAD CAPITAL MANAGEMENT, INC.

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View SMEAD CAPITAL MANAGEMENT, INC. 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. Yelena Anatolyevna Schubert 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Yelena Anatolyevna Schubert - Financial Advisor in Phoenix, AZ | AdvisorFinder