Mckenzie Granston (CRD# 7427287) 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 | Jul 2020 - Current | 3 |
| Getty Images | Seattle, WA | Oct 2019 - Jul 2020 | < 1 |
| University Of Washington | Seattle, WA | Sep 2016 - Jun 2020 | 3 |
| Bill And Melinda Gates Investments Group | Kirkland, WA | Jun 2019 - Aug 2019 | < 1 |
| Getty Images | Seattle, WA | May 2018 - Aug 2018 | < 1 |
| Nordstrom | Seattle, WA | Jun 2017 - Aug 2017 | < 1 |
| Eastside Tennis Center | Kirkland, WA | Jun 2014 - Aug 2016 | 2 |
| Farouche Salon | Redmond, WA | Sep 2013 - Aug 2016 | 2 |
| Lake Washington High School | Kirkland, WA | Sep 2012 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2022 |
- 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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