Freestone Capital Management, LLC

Freestone Capital Management, LLC (CRD# 145711) is a financial advisory firm headquartered in Seattle, WA. They manage $8,929,179,793 in 4,350 accounts and serve the financial needs of clients across 35 states (or territories).

By the Numbers
  • Total Assets Under Management
    8,929
    MILLION
  • Total Number of Accounts
    4,350
    ACCOUNTS
  • Average Account Value
    $2,052,685
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CO, CT, DC, FL, GA, 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

Financial Advisors at Freestone Capital Management, LLC
Showing 1 - 10 of 41 top financial advisors.
1
Matthew R. Abrams
CRD#: 6567402
701 5th Avenue, 74th Floor, Seattle, WA 98104

Matthew Abrams (CRD# 6567402) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 6 years of experience in the finance industry. Matthew Abrams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Michael L. Allard
CRD#: 2461271
101 California Street, Suite 1825, San Francisco, CA 94111

Michael Allard (CRD# 2461271) is an Investment Advisor Representative working at Freestone Capital Management, LLC in San Francisco, CA and has over 27 years of experience in the finance industry.

3
Riley Barr
CRD#: 5992701
101 California Street, Suite 1825, San Francisco, CA 94111

Riley Barr (CRD# 5992701) is an Investment Advisor Representative working at Freestone Capital Management, LLC in San Francisco, CA and has over 8 years of experience in the finance industry. Riley Barr has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Jenna M. Brazile
CRD#: 5176157
701 5th Avenue, 74th Floor, Seattle, WA 98104

Jenna Brazile (CRD# 5176157) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 11 years of experience in the finance industry. Jenna Brazile has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Galen Camp
CRD#: 6859541
701 5th Avenue, 74th Floor, Seattle, WA 98104

Galen Camp (CRD# 6859541) 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. Galen Camp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Robert P. Carter
CRD#: 2355849
701 5th Avenue, 74th Floor, Seattle, WA 98104

Robert Carter (CRD# 2355849) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 29 years of experience in the finance industry.

7
Stephanie M. D'ippolito
CRD#: 5152745
701 5th Avenue, 74th Floor, Seattle, WA 98104

Stephanie D'ippolito (CRD# 5152745) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 12 years of experience in the finance industry. Stephanie D'ippolito has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Jennifer P. Doherty
CRD#: 6021195
701 5th Avenue, 74th Floor, Seattle, WA 98104

Jennifer Doherty (CRD# 6021195) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 8 years of experience in the finance industry. Jennifer Doherty has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Edward B. Doubleday
CRD#: 2418479
205 East Carrillo Street, Suite 217, Santa Barbara, CA 93110

Edward Doubleday (CRD# 2418479) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Santa Barbara, CA and has over 11 years of experience in the finance industry.

10
Bruce S. Edwards
CRD#: 2870572
101 California Street, Suite 1825, San Francisco, CA 94111

Bruce Edwards (CRD# 2870572) is an Investment Advisor Representative working at Freestone Capital Management, LLC in San Francisco, CA and has over 25 years of experience in the finance industry.

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