Inactive

Ross Rubinstein

Freestone Capital Management, LLC

Claim This Profile

Current Employers

Freestone Capital Management, Llc

701 5Th Avenue 74Th Floor, Seattle, WA 98104 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-04-03
WA	RA	APPROVED	2021-04-21

TX RA
APPROVED

Since 2025-04-03
WA RA
APPROVED

Since 2021-04-21

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

Organization	City	State	From	To
Ubs Financial Services Inc.	New York	NY	08/2015	06/2017
Morgan Stanley	New York	NY	06/2017	06/2018
Morgan Stanley Private Bank, N.A.	New York	NY	03/2018	06/2018
Brighton Jones Llc	Seattle	WA	07/2018	Present
Freestone Capital Management, Llc	Seattle	WA	04/2021	Present

08/2015 → 06/2017

Ubs Financial Services Inc.

New York, NY
06/2017 → 06/2018

Morgan Stanley

New York, NY
03/2018 → 06/2018

Morgan Stanley Private Bank, N.A.

New York, NY
07/2018 → Present

Brighton Jones Llc

Seattle, WA
04/2021 → Present

Freestone Capital Management, Llc

Seattle, WA

Previous Registrations

2018-12-12 → 2021-04-14

Brighton Jones Llc

Seattle, WA
2017-07-26 → 2018-06-18

Morgan Stanley

New York, NY
2015-08-19 → 2017-06-16

Ubs Financial Services Inc.

New York, NY
2014-04-04 → 2015-07-27

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jenkintown, PA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-04-01

S66 Uniform Combined State Law Examination

2014-04-01

Designations

Other Names

Ross Michael Rubinstein

View on SEC IAPD

Other Firms

KLAKNA GROUP LTD

EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC

MADISON PARK CAPITAL ADVISORS, LLC

ETERNAL DIGITAL FUND LTD.

CEDAR RIVER CAPITAL, LLC

ROBERT A. UNDERHILL P.C.

SITKA PACIFIC CAPITAL MANAGEMENT, LLC

D.A. DAVIDSON & CO.

Other Investors

JOHN DAVID ALBERG

JEFFREY ALAN MULLEN

CHRIS DARRYL FEATHERSTONE

WILLIAM LEE REECE

ANDREW JAMES BARFOOT

JONATHAN JACOB WITTLIN

MATTHEW ALLAN TIGERT

JENNA M BRAZILE

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

More in Seattle, WA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor