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Eric Fridstein

Freestone Capital Management, LLC

Seattle, WA

CRD 6507135

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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 2020-07-15
  • WA RA
    APPROVED
    Since 2020-07-15

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
Full-Time Education East Lansing MI 08/2013 05/2017
Unemployed Seattle WA 05/2017 09/2017
D.A. Davidson & Co. Seattle WA 09/2017 06/2020
Freestone Capital Management, Llc Seattle WA 07/2020 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-22
  • S66 Uniform Combined State Law Examination
    2018-02-22
Designations
  • Certified Financial Planner
Other Names
  • Eric Fridstein
  • Eric Leigh Fridstein

View on SEC IAPD

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Nearby Investors

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Nearby Offices

KLAKNA GROUP LTD · SEATTLE, WA
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC · SEATTLE, WA
MADISON PARK CAPITAL ADVISORS, LLC · SEATTLE, WA

More in Seattle, WA

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