Gary Smart, financial advisor Seattle WA
96 score

Gary Smart

CRD Number: 1065010
Current Firm: Freestone Capital Management, LLC

Gary Smart (CRD# 1065010) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 18 years of experience in the finance industry.

Similar Advisors
Matt Mormino, financial advisor Seattle WA
Matt Mormino
CRD# 5962359
Brighton Jones LLC
Score
105
Similar Advisors
Sunil Sanghvi, financial advisor Seattle WA
Sunil N. Sanghvi
CRD# 5545981
Edward Jones
Score
100
Similar Advisors
Mark Bergeron, financial advisor Seattle WA
Mark A. Bergeron
CRD# 839130
Wlfb Inc.
Score
103
Professional Designations
Company Name Location Dates Years
Freestone Capital Management LLC Seattle, WA Apr 2008 - Current 8
Freestone Securities, LLC Seattle, WA Sep 2002 - Jan 2015 12
Freestone Capital Management Inc. Seattle, WA Mar 1999 - Mar 2008 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2003
S65 NASAA Investment Advisors Law Examination Mar 1998
Contact Info for Gary T. Smart
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

Ready to hire a financial advisor? Get competitive proposals from Gary Smart and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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.