Bethany Rabinowitz (CRD# 6483125) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has 1 year of experience in the finance industry.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Freestone Capital Management, LLC | Seattle, WA | Aug 2017 - Current | 6 |
| Everhart Advisors | Dublin, OH | Apr 2015 - Jun 2017 | 2 |
| Gladden Community House | Columbus, OH | May 2014 - Apr 2015 | < 1 |
| The Ohio State University | Columbus, OH | Sep 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
- CA
- WA
-
Total Assets Under Management9,528MILLIONS
-
Total Number of Accounts5,656ACCOUNTS
-
Average Account Value$1,684,548
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- 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)
- Educational seminars/workshops
AK, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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