William Smead, financial advisor Seattle WA
93 score

William Smead

CRD Number: 1020717
Current Firm: Smead Capital Management, Inc.

William Smead (CRD# 1020717) is an Investment Advisor Representative working at Smead Capital Management, Inc. in Seattle, WA and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
Quasar Distributors, LLC Milwaukee, WI Jan 2008 - Current 8
Smead Capital Management, Inc. Seattle, WA Jun 2007 - Current 9
Wachovia Securities, LLC Seattle, WA Jun 2003 - Jun 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1980
S65 NASAA Investment Advisors Law Examination Jul 1996
Contact Info for William W. Smead
Phone Number: 206-838-9850
Firm Website: http://www.smeadcap.com
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    2,257
    MILLIONS
  • Total Number of Accounts
    97
    ACCOUNTS
  • Average Account Value
    $23,271,969
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AZ, CA, OK, OR, TX, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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