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Matthew Ryan Abrams

Freestone Capital Management, LLC

Seattle, WA

CRD 6567402

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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
TX RA APPROVED 2026-03-02
WA RA APPROVED 2016-12-01
  • TX RA
    APPROVED
    Since 2026-03-02
  • WA RA
    APPROVED
    Since 2016-12-01

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
Wells Fargo Advisors Llc Everett WA 10/2015 11/2016
Wells Fargo Bank Na Everett WA 10/2015 11/2016
Freestone Capital Management, Llc Seattle WA 11/2016 Present
  • 10/2015 → 11/2016
    Wells Fargo Advisors Llc
    Everett, WA
  • 10/2015 → 11/2016
    Wells Fargo Bank Na
    Everett, WA
  • 11/2016 → Present
    Freestone Capital Management, Llc
    Seattle, WA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-12-28
  • S66 Uniform Combined State Law Examination
    2015-12-28
Designations
  • Certified Financial Planner
Other Names
  • Matt Abrams

View on SEC IAPD

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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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