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Theodore Maxwell Canfield

Freestone Capital Management, LLC

Seattle, WA

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Current Employers
Freestone Capital Management, Llc

701 5Th Avenue 74Th Floor, Seattle, WA 98104 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-08
WA RA APPROVED 2022-06-06
  • TX RA
    APPROVED
    Since 2025-10-08
  • WA RA
    APPROVED
    Since 2022-06-06

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
Three Bell Capital Los Altos CA 06/2018 10/2020
Gonzaga University Spokane WA 08/2015 05/2019
Iconiq Capital, Llc San Francisco CA 11/2020 02/2022
Freestone Capital Management, Llc San Francisco CA 05/2022 Present
  • 06/2018 → 10/2020
    Three Bell Capital
    Los Altos, CA
  • 08/2015 → 05/2019
    Gonzaga University
    Spokane, WA
  • 11/2020 → 02/2022
    Iconiq Capital, Llc
    San Francisco, CA
  • 05/2022 → Present
    Freestone Capital Management, Llc
    San Francisco, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-10-07
  • S65 Uniform Investment Adviser Law Examination
    2019-10-07
Designations
Other Names
  • Max Canfield

View on SEC IAPD

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Other Offices

KLAKNA GROUP LTD · SEATTLE, WA
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC · SEATTLE, WA
MADISON PARK CAPITAL ADVISORS, LLC · SEATTLE, WA
ETERNAL DIGITAL FUND LTD. · SEATTLE, WA
CEDAR RIVER CAPITAL, LLC · SEATTLE, WA
ROBERT A. UNDERHILL P.C. · SEATTLE, WA
SITKA PACIFIC CAPITAL MANAGEMENT, LLC · SEATTLE, WA
D.A. DAVIDSON & CO. · SEATTLE, WA

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