Best Investors Account Sign in
Inactive

Amanda Short

Freestone Capital Management, LLC

Seattle, WA

CRD 7996000

Claim This Profile
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 2024-11-13
  • WA RA
    APPROVED
    Since 2024-11-13

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
Gregory Seahurst Swim Club Burien WA 05/2017 08/2017
Gregory Seahurst Swim Club Burien WA 05/2018 08/2018
Gregory Seahurst Swim Club Burien WA 05/2019 08/2019
Gregory Seahurst Swim Club Burien WA 05/2020 08/2020
Freestone Capital Management, Llc Seattle WA 04/2022 Present
Highline High School Burien WA 09/2015 06/2019
University Of Washington Seattle WA 09/2019 03/2022
  • 05/2017 → 08/2017
    Gregory Seahurst Swim Club
    Burien, WA
  • 05/2018 → 08/2018
    Gregory Seahurst Swim Club
    Burien, WA
  • 05/2019 → 08/2019
    Gregory Seahurst Swim Club
    Burien, WA
  • 05/2020 → 08/2020
    Gregory Seahurst Swim Club
    Burien, WA
  • 04/2022 → Present
    Freestone Capital Management, Llc
    Seattle, WA
  • 09/2015 → 06/2019
    Highline High School
    Burien, WA
  • 09/2019 → 03/2022
    University Of Washington
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-13
  • S65 Uniform Investment Adviser Law Examination
    2024-11-13

View on SEC IAPD

Nearby Firms

KLAKNA GROUP LTD
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC
MADISON PARK CAPITAL ADVISORS, LLC

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

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor