Best Investors
Account
Sign in
Best Investors
Account
Sign in
Freestone Capital Management, LLC CRD 145711
$14.5B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
701 5Th Avenue 74Th Floor, Seattle, WA 98104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-11-02 |
| CA | RA | APPROVED | 2020-09-23 |
Branch Locations
560 Mission Street Suite 2800, San Francisco, CA 94105 • United States
701 5Th Avenue 74Th Floor, Seattle, WA 98104 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Parallel Advisors, Llc | San Francisco | CA | 03/2013 | 09/2020 |
| Freestone Capital Management, Llc | Seattle | WA | 09/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-29 |
Reach out to this advisor