Nicholas King Bucklin

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2021 → Present
  Freestone Capital Management Llc
  Seattle, WA
• 03/2008 → 05/2021
  Franklin Templeton Investments
  San Mateo, CA

Other Businesses

LINDA BUCKLIN SURVIVOR'S TRUST; MILL VALLEY, CA; INVESTMENT-RELATED; TRUSTEE; MARCH 2016; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS; FAMILY TRUST; 349 SEADRIFT LLC; MILL VALLEY, CA; INVESTMENT-RELATED; MANAGING MEMBER; MARCH 2021; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS; FAMILY COMPANY FORMED FOR A REAL ESTATE PROPERTY. MONTANA LAND RELIANCE FOUNDATION; INVESTMENT-RELATED; 401 N. CALIFORNIA STREET, HELENA, MT, 59601; ENDOWMENT TO SUPPORT A LAND TRUST FOCUSED ON LAND CONSERVATION IN MONTANA; PRESIDENT OF THE BOARD; 01/01/2024; 4 HOURS PER MONTH; 1 HOUR PER MONTH DURING SECURITIES TRADING HOURS; DUTIES INCLUDE LEADING QUARTERLY BOARD MEETINGS, ACTING AS LIASON BETWEEN THE BOARD, STAFF AND OCIO, WHO MANAGES THE ENDOWMENT, AS WELL AS EVALUATING THE OCIO MANAGER.

Designations

• Chartered Financial Analyst

Other Names

• Nick Bucklin