Christopher Louis Somers

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

• 06/2014 → 04/2018
  Lincoln Financial Advisors
  San Ramon, CA
• 07/2015 → 05/2017
  Saint Mary's College Of California
  Moraga, CA
• 10/2018 → 07/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Napa, CA
• 04/2018 → 10/2018
  Unemployed
  Fairfield, CA
• 12/2018 → 07/2021
  Bank Of America, N.A.
  Napa, CA
• 02/2023 → Present
  Freestone Capital Management, Llc
  Seattle, WA
• 09/2021 → 07/2022
  Iconiq Capital, Llc
  San Francisco, CA
• 01/2021 → 12/2022
  Graziadio Business School - Pepperdine University
  Malibu, CA

Previous Registrations

• 2021-10-20 → 2022-07-07
  Iconiq Capital, Llc
  San Francisco, CA
• 2019-02-12 → 2021-08-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Napa, CA

Exams

• S66 Uniform Combined State Law Examination
  2018-09-06

Other Names

• Christopher Louis Somers
• Christopher Somers