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Sean Luke Gonzalez

Freestone Capital Management, LLC

Seattle, WA

CRD 6976246

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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 2021-10-11
  • WA RA
    APPROVED
    Since 2021-10-11

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 02/2019 Present
Aligne Wealth Preservation Los Angeles CA 06/2018 02/2019
Impac Mortgage Corp Irvine CA 05/2017 08/2017
Z-Pizza Newport Coast CA 06/2014 09/2018
University Of Southern California Los Angeles CA 01/2017 12/2018
Ralphs Rancho Cucamonga CA 01/2016 01/2017
  • 02/2019 → Present
    Freestone Capital Management Llc
    Seattle, WA
  • 06/2018 → 02/2019
    Aligne Wealth Preservation
    Los Angeles, CA
  • 05/2017 → 08/2017
    Impac Mortgage Corp
    Irvine, CA
  • 06/2014 → 09/2018
    Z-Pizza
    Newport Coast, CA
  • 01/2017 → 12/2018
    University Of Southern California
    Los Angeles, CA
  • 01/2016 → 01/2017
    Ralphs
    Rancho Cucamonga, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-11
  • S65 Uniform Investment Adviser Law Examination
    2021-10-11

View on SEC IAPD

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Nearby Investors

JOHN DAVID ALBERG
JEFFREY ALAN MULLEN
CHRIS DARRYL FEATHERSTONE

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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