Financial ADVSR advisor directory · SEC adviser records
Freestone Capital Management, LLC financial advisors in San Francisco, CA
Every SEC-registered investment adviser representative at a Freestone Capital Management, LLC office in San Francisco, A to Z.
The short answer
10 registered advisors work at Freestone Capital Management, LLC in San Francisco, out of 61 at the firm nationwide; it ranks number 39 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Freestone Capital Management, LLC advisors in San Francisco, A to Z
Every Freestone Capital Management, LLC advisor →- Michael L. AllardInvestment adviser rep
- Carolyn BarnetteCertified Financial Planner, Chartered Financial Analyst
- Riley BarrCertified Financial Planner
- Nicholas K. BucklinChartered Financial Analyst
- Bruce S. EdwardsInvestment adviser rep
- Alyssa H. MorrisInvestment adviser rep
- Samuel PunInvestment adviser rep
- Jeffrey D. SalyerChartered Financial Analyst
- Christopher L. SomersInvestment adviser rep
- Elizabeth M. SteiningerInvestment adviser rep
Freestone Capital Management, LLC advisors in every city and state →Freestone Capital Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Freestone Capital Management, LLC advisors in other cities
Other firms in San Francisco
All San Francisco advisors →Morgan Stanley 427J.P. Morgan Securities LLC 286Merrill Lynch, Pierce, Fenner & Smith Incorporated 218UBS Financial Services Inc. 209Farther 144Wells Fargo Clearing Services, LLC 110Strategic Advisers LLC 75Citigroup Global Markets Inc. 73Charles Schwab & Co., Inc. 70Iconiq Capital, LLC 69Schwab Wealth Advisory, Inc. 67Parallel Advisors, LLC 55
Questions
How many financial advisors does Freestone Capital Management, LLC have in San Francisco?
10 investment adviser representatives are registered at Freestone Capital Management, LLC offices in San Francisco, California, according to the SEC's Investment Adviser Public Disclosure records, out of 61 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Freestone Capital Management, LLC one of the largest advisor employers in San Francisco?
Freestone Capital Management, LLC ranks number 39 in San Francisco by registered advisors; Morgan Stanley has the most, with 427.
How do I check a Freestone Capital Management, LLC advisor in San Francisco?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Freestone Capital Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.