Freestone Capital Management, LLC

Freestone Capital Management, LLC (CRD# 145711) is a financial advisory firm headquartered in Seattle, WA. They manage $3,878,710,138 in 6,930 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,879
    MILLION
  • Total Number of Accounts
    6,930
    ACCOUNTS
  • Average Account Value
    $559,698
Compensation Options
  • A percentage of assets under your management
  • 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)
  • Publication of periodicals or newsletters
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, FL, ID, IL, MA, MD, MI, MT, NJ, NV, NY, OR, TX, WA

Financial Advisors at Freestone Capital Management, LLC
Showing 1 - 10 of 30 top financial advisors.
1
Jenna M. Brazile
CRD#: 5176157
701 5th Avenue, 74th Floor, Seattle, WA 98104
96
Wealthminder
score

Jenna Brazile (CRD# 5176157) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 7 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.

2
Robert Gentry
CRD#: 5797020
701 5th Avenue, 74th Floor, Seattle, WA 98104
96
Wealthminder
score

Robert Gentry (CRD# 5797020) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 5 years of experience in the finance industry. Robert Gentry 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.

3
Christine M. Opp
CRD#: 6008203
701 5th Avenue, 74th Floor, Seattle, WA 98104
96
Wealthminder
score

Christine Opp (CRD# 6008203) 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. Christine Opp 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
Gary T. Smart
CRD#: 1065010
701 5th Avenue, 74th Floor, Seattle, WA 98104
96
Wealthminder
score

Gary Smart (CRD# 1065010) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 20 years of experience in the finance industry.

5
Stephanie M. West
CRD#: 5152745
701 5th Avenue, 74th Floor, Seattle, WA 98104
96
Wealthminder
score

Stephanie West (CRD# 5152745) 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. Stephanie West 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
Peter J. Wicklund
CRD#: 1298107
701 5th Avenue, 74th Floor, Seattle, WA 98104
96
Wealthminder
score

Peter Wicklund (CRD# 1298107) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 26 years of experience in the finance industry. Peter Wicklund 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.

7
Lauren J. Burns
CRD#: 5039750
701 5th Avenue, 74th Floor, Seattle, WA 98104
93
Wealthminder
score

Lauren Burns (CRD# 5039750) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 10 years of experience in the finance industry.

8
Edward B. Doubleday
CRD#: 2418479
205 East Carrillo Street, Suite 217, Santa Barbara, CA 93110
93
Wealthminder
score

Edward Doubleday (CRD# 2418479) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Santa Barbara, CA and has over 7 years of experience in the finance industry.

9
Mark Farney
CRD#: 5960747
701 5th Avenue, 74th Floor, Seattle, WA 98104
93
Wealthminder
score

Mark Farney (CRD# 5960747) 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.

10
Peter K. Forras
CRD#: 1424057
701 5th Avenue, 74th Floor, Seattle, WA 98104
93
Wealthminder
score

Peter Forras (CRD# 1424057) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 32 years of experience in the finance industry.

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