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Alyssa Hall Morris

Freestone Capital Management, LLC

San Francisco, CA

CRD 2790341

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Employer firm

Freestone Capital Management, LLC CRD 145711

$14.5B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Freestone Capital Management, Llc

701 5Th Avenue 74Th Floor, Seattle, WA 98104 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-11-27
TX RA APPROVED_RES 2023-11-02
  • CA RA
    APPROVED
    Since 2024-11-27
  • TX RA
    APPROVED_RES
    Since 2023-11-02

Branch Locations

560 Mission Street Suite 2800, San Francisco, CA 94105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Parallel Advisors, Llc San Francisco CA 11/2015 01/2022
Freestone Capital Management, Llc San Francisco CA 01/2022 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-08-23
S63 Uniform Securities Agent State Law Examination 2009-06-26
  • S65 Uniform Investment Adviser Law Examination
    2013-08-23
  • S63 Uniform Securities Agent State Law Examination
    2009-06-26
Other Names
  • Alyssa Ann Hall
  • Alyssa Ann Hall
  • Alyssa H. Morris

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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