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Bryce Hunter Leone

Freestone Capital Management, LLC

Seattle, WA

CRD 7294462

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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 2023-01-09
  • WA RA
    APPROVED
    Since 2023-01-09

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
California State University, Chico Chico CA 08/2016 05/2020
Parametric Portfolio Associates Seattle WA 07/2020 07/2021
Freestone Capital Management, Llc Seattle WA 08/2021 06/2026
Freestone Capital Management, Llc Seattle WA 07/2026 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-09
  • S65 Uniform Investment Adviser Law Examination
    2023-01-09
Designations
  • Certified Financial Planner
Other Names
  • Bryce Leone
  • Bryce H Leone

View on SEC IAPD

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Nearby Offices

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MADISON PARK CAPITAL ADVISORS, LLC · SEATTLE, WA

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