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Emily Kay Kopp

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
WA RA APPROVED 2026-01-20
  • WA RA
    APPROVED
    Since 2026-01-20

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
Coldstream Wealth Management Bellevue WA 06/2013 04/2018
The Clarius Group Seattle WA 04/2018 10/2018
Badgley Phelps Wealth Managers Seattle WA 11/2018 08/2021
Badgley Phelps Wealth Managers, Llc Seattle WA 08/2021 01/2026
Freestone Capital Management, Llc Seattle WA 01/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-10-07
  • S65 Uniform Investment Adviser Law Examination
    2016-10-07

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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