Eric Fridstein, financial advisor Seattle WA

Eric Fridstein

CRD Number: 6507135
Current Firm: Freestone Capital Management, LLC

Eric Fridstein (CRD# 6507135) 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.

Similar Advisors
Allen Abbott, financial advisor Seattle WA
Allen L. Abbott
CRD# 2538997
Royal Alliance Associates, Inc.
Similar Advisors
Nina Abelman, financial advisor Seattle WA
Nina L. Abelman
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
James Abodeely, financial advisor Seattle WA
James J. Abodeely
CRD# 5464276
Sitka Pacific Capital Management, LLC
Company Name Location Dates Years
Freestone Capital Management, LLC Seattle, WA Jul 2020 - Current 1
D.a. Davidson & Company Seattle, WA Sep 2017 - Jun 2020 2
Unemployed Seattle, WA May 2017 - Sep 2017 < 1
Full-time Education East Lansing, MI Aug 2013 - May 2017 3
Bank Of The Cascades Bend, OR May 2016 - Aug 2016 < 1
Raymond James East Lansing, MI Sep 2015 - Dec 2015 < 1
Summit Financial Consultants Westlake Village, CA May 2015 - Aug 2015 < 1
Raymond James Westlake Village, CA May 2015 - Aug 2015 < 1
Full-time Education Agaura Hills, CA Sep 2007 - Aug 2013 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2018
Contact Info for Eric Fridstein
Phone Number: 206-707-7300
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    7,223
    MILLIONS
  • Total Number of Accounts
    3,988
    ACCOUNTS
  • Average Account Value
    $1,811,303
Compensation Options
  • A percentage of assets under your management
  • 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, CT, DC, FL, HI, ID, IL, MA, MD, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.