Yelena A. Schubert
Professional summary
Yelena Anatolyevna Schubert, who also goes by Yelena Anatolyevna Andrianova, Yelena A Schubert, is a registered financial advisor currently at SMEAD CAPITAL MANAGEMENT, INC. located in Phoenix, Arizona.
Yelena is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Yelena has worked at 2 firms and has passed the Series 65 and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Yelena Anatolyevna Schubert's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 26, 2016 - Present
SMEAD CAPITAL MANAGEMENT, INC.
Office #1: 2502 East Camelback Road Suite 210, Phoenix, AZ 85016July 21, 2008 - April 4, 2016
GW CAPITAL INC
Primary Firm SEC Registration
SMEAD CAPITAL MANAGEMENT, INC.
CRD#: 143567 / SEC#: 801-67839
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/30/2020)
(7/26/2016)
Exams
Current Firm
SMEAD CAPITAL MANAGEMENT, INC.
CRD#: 143567 / SEC#: 801-67839
Contact information
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 131 |
| AUM (Assets Under Management) | $ 7,168,225,918 |
Red Flags
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