Michael Lee Allard

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

• 01/2006 → 05/2019
  Scharf Investments
  Scotts Valley, CA
• 05/2019 → Present
  Freestone Capital Management Llc
  Seattle, WA

Previous Registrations

• 2011-07-28 → 2019-05-15
  Scharf Investments, Llc
  Los Gatos, CA
• 2003-12-15 → 2006-01-03
  Wells Fargo Investments, Llc
  Carmel, CA
• 1999-05-10 → 2003-12-19
  Charles Schwab & Co., Inc.
  Soquel, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-05
• S63 Uniform Securities Agent State Law Examination
  1994-06-08