Anna McDonald, financial advisor Seattle WA
90 score

Anna McDonald

CRD Number: 5539128
Current Firm: Freestone Capital Management, LLC

Anna McDonald (CRD# 5539128) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Freestone Capital Management, LLC Seattle, WA Aug 2009 - Current 7
Freestone Securities, LLC Seattle, WA Aug 2009 - Jan 2015 5
University Of Portland Portland, OR Aug 2005 - May 2009 3
Merril Lynch Seattle, WA May 2008 - Aug 2008 < 1
Nordstrom Seattle, WA May 2008 - Aug 2008 < 1
Wa State Bar Association Seattle, WA Dec 2007 - Jan 2008 < 1
Nordstrom Seattle, WA May 2007 - Aug 2007 < 1
Nordstrom Seattle, WA May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2013
Contact Info for Anna M. McDonald
Phone Number: 206-707-7300
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    3,274
    MILLIONS
  • Total Number of Accounts
    1,615
    ACCOUNTS
  • Average Account Value
    $2,027,296
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AZ, CA, CO, FL, ID, IL, KS, MA, MD, MI, MN, MT, NC, NV, NY, OR, TX, WA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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