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Mckenzie Adeline Granston

Freestone Capital Management, LLC

Seattle, WA

CRD 7427287

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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 2022-11-10
  • WA RA
    APPROVED
    Since 2022-11-10

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
Freestone Capital Management Llc Seattle WA 07/2020 Present
Getty Images Seattle WA 10/2019 07/2020
University Of Washington Seattle WA 09/2016 06/2020
Bill And Melinda Gates Investments Group Kirkland WA 06/2019 08/2019
Getty Images Seattle WA 05/2018 08/2018
Nordstrom Seattle WA 06/2017 08/2017
  • 07/2020 → Present
    Freestone Capital Management Llc
    Seattle, WA
  • 10/2019 → 07/2020
    Getty Images
    Seattle, WA
  • 09/2016 → 06/2020
    University Of Washington
    Seattle, WA
  • 06/2019 → 08/2019
    Bill And Melinda Gates Investments Group
    Kirkland, WA
  • 05/2018 → 08/2018
    Getty Images
    Seattle, WA
  • 06/2017 → 08/2017
    Nordstrom
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-10
  • S65 Uniform Investment Adviser Law Examination
    2022-11-10
Designations
  • Certified Financial Planner

View on SEC IAPD

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EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC · SEATTLE, WA
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