Gary SmartCRD 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 19 years of experience in the finance industry.
Brighton Jones LLC
|Freestone Capital Management LLC||Seattle, WA||Apr 2008 - Current||9|
|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|
Total Assets Under Management3,274MILLIONS
Total Number of Accounts1,615ACCOUNTS
Average Account Value$2,027,296
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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, FL, ID, IL, KS, MA, MD, MI, MN, MT, NC, NV, NY, OR, TX, WA
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