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Edward Ballard Doubleday

Freestone Capital Management, LLC

Santa Barbara, CA

Seattle, WA

CRD 2418479

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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
TX RA APPROVED_RES 2023-11-02
WA RA APPROVED 2014-04-02
CA RA APPROVED 2013-09-11
  • TX RA
    APPROVED_RES
    Since 2023-11-02
  • WA RA
    APPROVED
    Since 2014-04-02
  • CA RA
    APPROVED
    Since 2013-09-11

Branch Locations

205 East Carrillo Street Suite 217, Santa Barbara, CA 93110 • United States

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 Santa Barbara CA 08/2013 Present
Previous Registrations
Other Businesses

INNERASIA TRAVEL GROUP; SAN FRANCISCO, CA; FAMILY COMPANY; SERVES ON THE BOARD OF DIRECTORS; 04/28/2020 START DATE; 2 HOURS PER MONTH

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-03-13
S65 Uniform Investment Adviser Law Examination 2011-04-18
  • S63 Uniform Securities Agent State Law Examination
    2014-03-13
  • S65 Uniform Investment Adviser Law Examination
    2011-04-18
Other Names
  • Ned Doubleday
  • Edward Doubleday

View on SEC IAPD

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