Hilera Connor Hardy

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

• 07/2018 → 02/2021
  D.A. Davidson & Co.
  Seattle, WA
• 05/2018 → 06/2018
  Longshore Sailing School
  Westport, CT
• 08/2014 → 05/2018
  Marist College
  Poughkeepsie, NY
• 05/2017 → 08/2017
  Longshore Sailing School
  Westport, CT
• 02/2021 → Present
  Freestone Capital Management, Llc
  Seattle, WA

Previous Registrations

• 2018-10-10 → 2021-02-08
  D.A. Davidson & Co.
  Spokane, WA
  Seattle, WA

Other Businesses

Chipt Insights Inc; non-investment related; 24 Penn Dr, Smithtown, NY 11787; Data aggregation and sales Corporation; Secretary; starting 7/23/2020; 4 hr/week; no time devoted to the activity during securities trading hours; duties include sales and account management.

Exams

• S66 Uniform Combined State Law Examination
  2018-10-09

Other Names

• Connor Hardy