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Chloe L Chase

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 2026-02-24
  • WA RA
    APPROVED
    Since 2026-02-24

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
Morgan Stanley Bellevue WA 08/2024 02/2026
Jp Morgan Chase Bellevue WA 07/2023 07/2024
First Republic Bank Bellevue WA 06/2022 07/2023
Washington Trust Bank Bellevue WA 09/2020 06/2022
Washington Trust Bank Spokane WA 12/2018 09/2020
Washington Trust Bank Spokane WA 09/2017 04/2018
Washington Trust Bank Spokane WA 05/2018 11/2018
Full Time Student Moses Lake WA 05/2014 08/2017
Freestone Capital Management, Llc Seattle WA 02/2026 Present
  • 08/2024 → 02/2026
    Morgan Stanley
    Bellevue, WA
  • 07/2023 → 07/2024
    Jp Morgan Chase
    Bellevue, WA
  • 06/2022 → 07/2023
    First Republic Bank
    Bellevue, WA
  • 09/2020 → 06/2022
    Washington Trust Bank
    Bellevue, WA
  • 12/2018 → 09/2020
    Washington Trust Bank
    Spokane, WA
  • 09/2017 → 04/2018
    Washington Trust Bank
    Spokane, WA
  • 05/2018 → 11/2018
    Washington Trust Bank
    Spokane, WA
  • 05/2014 → 08/2017
    Full Time Student
    Moses Lake, WA
  • 02/2026 → Present
    Freestone Capital Management, Llc
    Seattle, WA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-26
S63 Uniform Securities Agent State Law Examination 2025-07-21
  • S65 Uniform Investment Adviser Law Examination
    2025-07-26
  • S63 Uniform Securities Agent State Law Examination
    2025-07-21

View on SEC IAPD

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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

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