Freestone Capital Management, LLC

Freestone Capital Management, LLC (CRD# 145711) is a financial advisory firm headquartered in Seattle, WA. They manage $8,221,070,289 in 5,189 accounts and serve the financial needs of clients across 36 states (or territories).

By the Numbers
  • Total Assets Under Management
    8,221
    MILLION
  • Total Number of Accounts
    5,189
    ACCOUNTS
  • Average Account Value
    $1,584,327
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
The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, 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 21 - 30 of 45 top financial advisors.
21
Erik K. Morgan
CRD#: 2207063
701 5th Avenue, 74th Floor, Seattle, WA 98104

Erik Morgan (CRD# 2207063) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 30 years of experience in the finance industry.

22
Alyssa H. Morris
CRD#: 2790341
101 California Street, Suite 1825, San Francisco, CA 94111

Alyssa Morris (CRD# 2790341) is an Investment Advisor Representative working at Freestone Capital Management, LLC in San Francisco, CA and has over 14 years of experience in the finance industry.

23
Christopher T. Odem
CRD#: 2485620
701 5th Avenue, 74th Floor, Seattle, WA 98104

Christopher Odem (CRD# 2485620) 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.

24
Christine M. Opp
CRD#: 6008203
701 5th Avenue, 74th Floor, Seattle, WA 98104

Christine Opp (CRD# 6008203) 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.

25
Samuel Pun
CRD#: 5745110
101 California Street, Suite 1825, San Francisco, CA 94111

Samuel Pun (CRD# 5745110) is an Investment Advisor Representative working at Freestone Capital Management, LLC in San Francisco, CA and has over 13 years of experience in the finance industry.

26
Michael D. Raine
CRD#: 6736288
701 5th Avenue, 74th Floor, Seattle, WA 98104

Michael Raine (CRD# 6736288) 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.

27
Ross Rubinstein
CRD#: 6243657
701 5th Avenue, 74th Floor, Seattle, WA 98104

Ross Rubinstein (CRD# 6243657) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 9 years of experience in the finance industry.

28
Robyn A. Sabin
CRD#: 1967084
701 5th Avenue, 74th Floor, Seattle, WA 98104

Robyn Sabin (CRD# 1967084) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 15 years of experience in the finance industry.

29
Trevor W. Sharp
CRD#: 4613155
701 5th Avenue, 74th Floor, Seattle, WA 98104

Trevor Sharp (CRD# 4613155) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 21 years of experience in the finance industry.

30
Matthew A. Tigert
CRD#: 5098983
701 5th Avenue, 74th Floor, Seattle, WA 98104

Matthew Tigert (CRD# 5098983) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 17 years of experience in the finance industry.

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