Eric FridsteinCRD 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.
Royal Alliance Associates, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Sitka Pacific Capital Management, LLC
|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|
Total Assets Under Management7,223MILLIONS
Total Number of Accounts3,988ACCOUNTS
Average Account Value$1,811,303
- A percentage of assets under your management
- 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)
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
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