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Christine Michelle Opp

Freestone Capital Management, LLC

Seattle, WA

CRD 6008203

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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
WA RA APPROVED 2014-09-09
  • WA RA
    APPROVED
    Since 2014-09-09

Branch Locations

701 5Th Avenue 74Th Floor, Seattle, WA 98104 • 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
Freestone Capital Management, Llc Seattle WA 09/2014 Present
Previous Registrations
  • 2012-01-05 → 2014-08-16
    Cornerstone Advisors Inc
    Bellevue, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-12-05
  • S65 Uniform Investment Adviser Law Examination
    2011-12-05
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • Christine Michelle Hunter

View on SEC IAPD

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