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Erik Konrad Morgan

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_RES 2026-05-05
WA RA APPROVED 2008-04-25
  • TX RA
    APPROVED_RES
    Since 2026-05-05
  • WA RA
    APPROVED
    Since 2008-04-25

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 04/2008 Present
Previous Registrations
  • 2000-06-19 → 2008-05-13
    Freestone Capital Management Inc
    Seattle, WA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-07-28
S65 Uniform Investment Adviser Law Examination 1993-09-14
  • S63 Uniform Securities Agent State Law Examination
    2008-07-28
  • S65 Uniform Investment Adviser Law Examination
    1993-09-14

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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