Michael David Kjell Raine

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

• 12/2016 → 09/2017
  Finity Group, Llc
  Seattle, WA
• 01/2017 → 09/2017
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2016 → 12/2016
  Unemployed
  Seattle, WA
• 10/2017 → 01/2018
  Unemployed
  Bellevue, WA
• 02/2017 → 10/2019
  Ubs Financial Services Inc.
  Bellevue, WA
• 10/2019 → 04/2021
  Parcion Private Wealth Management
  Bellevue, WA
• 04/2021 → 10/2021
  Pathstone
  Bellevue, WA
• 11/2021 → Present
  Freestone Capital Management, Llc
  Seattle, WA

Previous Registrations

• 2021-05-07 → 2021-11-15
  Pathstone
  Englewood, NJ
  Bellevue, WA
• 2020-05-11 → 2020-12-11
  Parcion Private Wealth Llc
  Bellevue, WA
• 2018-03-07 → 2019-11-06
  Ubs Financial Services Inc.
  Bellevue, WA

Exams

• S66 Uniform Combined State Law Examination
  2017-05-26

Designations

• Certified Financial Planner