Iyla Monique Mitteco

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

• 06/2021 → 03/2024
  Windawi & Associates, Inc.
  Tustin, CA
• 12/2019 → 01/2020
  United States Liability Insurance Company, Inc.
  Mission Viejo, CA
• 06/2019 → 12/2019
  Schrimmer-Cavanagh Insurance Agency, Inc.
  Brea, CA
• 06/2017 → 06/2019
  Applied Financial Planning, Inc.
  Irvine, CA
• 12/2016 → 01/2018
  24 Hour Fitness, Inc.
  San Juan Capistrano, CA
• 06/2021 → 01/2022
  Lpl Financial, Llc
  Tustin, CA
• 05/2015 → 11/2016
  Forever 21
  Mission Viejo, CA
• 11/2016 → 01/2017
  Macys Inc
  Mission Viejo, CA
• 01/2020 → 06/2021
  Re Chaix And Associates Insurance Brokers Inc
  Irvine, CA
• 02/2024 → 05/2024
  Jimmy Cusimano
  Irvine, CA
• 05/2024 → 10/2024
  Jimmy Cusimano
  Irvine, CA
• 05/2024 → 10/2024
  Northwestern Mutual Investment Services Llc
  Irvine, CA
• 10/2024 → Present
  Freestone Capital Management, Llc
  Seattle, WA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-07
• S63 Uniform Securities Agent State Law Examination
  2024-09-17

Other Names

• Iyla Mitteco
• Iyla Monique Mitteco