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Mairin Veronica Murphy

Freestone Capital Management, LLC

Seattle, WA

CRD 7284477

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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 2026-02-02
WA RA APPROVED 2021-11-16
  • TX RA
    APPROVED
    Since 2026-02-02
  • WA RA
    APPROVED
    Since 2021-11-16

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
Fisher Investments Camas WA 06/2018 10/2021
Stockwell, Harris, Woolverton & Helphrey Los Angeles CA 06/2014 05/2018
Occidental College Library Los Angeles CA 09/2017 05/2018
Occidental College Los Angeles CA 09/2014 05/2018
Occidental Teachers Students Partnership In Science Los Anegeles CA 09/2015 09/2016
Freestone Capital Management Llc Seattle WA 11/2021 01/2026
Seattle Monorail Services Seattle WA 05/2023 10/2023
Freestone Capital Management, Llc Seattle WA 01/2026 Present
  • 06/2018 → 10/2021
    Camas, WA
  • 06/2014 → 05/2018
    Stockwell, Harris, Woolverton & Helphrey
    Los Angeles, CA
  • 09/2017 → 05/2018
    Occidental College Library
    Los Angeles, CA
  • 09/2014 → 05/2018
    Occidental College
    Los Angeles, CA
  • 09/2015 → 09/2016
    Occidental Teachers Students Partnership In Science
    Los Anegeles, CA
  • 11/2021 → 01/2026
    Seattle, WA
  • 05/2023 → 10/2023
    Seattle Monorail Services
    Seattle, WA
  • 01/2026 → Present
    Seattle, WA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-10
  • S65 Uniform Investment Adviser Law Examination
    2020-09-10
Designations
  • Certified Financial Planner

View on SEC IAPD

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