Unclaimed Profile

Matthew Lee Schubert

SELECTIVE WEALTH MANAGEMENT, INC.·LYNCHBURG, Virginia

Series 65Clean record9 years registeredSELECTIVE WEALTH MANAGEMENT, INC.

618 PEARL STREET, LYNCHBURG, VA 24504CRD# 6753329Firm CRD# 164882

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew Lee Schubert · LYNCHBURG, VA

Registration

CRD #6753329 · SELECTIVE WEALTH MANAGEMENT, INC. · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SELECTIVE WEALTH MANAGEMENT, INC.

SELECTIVE WEALTH MANAGEMENT, INC.

Feb 2017 – Aug 2022

LYNCHBURG, VA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 7, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SELECTIVE WEALTH MANAGEMENT, INC.

CRD 164882 · SEC 801-108568

AUM

$392M

Regulatory assets under management

Employees

2,000 client accounts

Services offered by SELECTIVE WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SELECTIVE WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Matthew Lee Schubert offer?

Matthew Lee Schubert specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Matthew Lee Schubert's credentials?

Matthew Lee Schubert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Lee Schubert located?

Matthew Lee Schubert is based in LYNCHBURG, Virginia, last registered with SELECTIVE WEALTH MANAGEMENT, INC..

How does Matthew Lee Schubert charge for services?

Matthew Lee Schubert's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SELECTIVE WEALTH MANAGEMENT, INC.?

SELECTIVE WEALTH MANAGEMENT, INC. has approximately 12 employees and manages $392M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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