Financial ADVSR advisor directory · SEC adviser records
Freestone Capital Management, LLC financial advisors in California
Every SEC-registered investment adviser representative at a Freestone Capital Management, LLC office in California, by city and A to Z.
11 registered advisors work at Freestone Capital Management, LLC in California, out of 61 nationwide; it's the firm's number 2 state by advisors, and the most are in San Francisco (10). 2 list the CFP designation and 0 are also registered broker representatives.
Freestone Capital Management, LLC advisors by city in California
Every firm in California →Freestone Capital Management, LLC advisors in California, A to Z
Search by name →- Michael L. AllardSan Francisco
- Carolyn BarnetteSan Francisco · Certified Financial Planner, Chartered Financial Analyst
- Riley BarrSan Francisco · Certified Financial Planner
- Nicholas K. BucklinSan Francisco · Chartered Financial Analyst
- Edward B. DoubledaySanta Barbara
- Bruce S. EdwardsSan Francisco
- Alyssa H. MorrisSan Francisco
- Samuel PunSan Francisco
- Jeffrey D. SalyerSan Francisco · Chartered Financial Analyst
- Christopher L. SomersSan Francisco
- Elizabeth M. SteiningerSan Francisco
Freestone Capital Management, LLC advisors in every state →Freestone Capital Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Freestone Capital Management, LLC in other states
Questions
How many Freestone Capital Management, LLC financial advisors are in California?
11 investment adviser representatives are registered at Freestone Capital Management, LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 61 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Where in California does Freestone Capital Management, LLC have the most advisors?
San Francisco, with 10, then Santa Barbara (1). Freestone Capital Management, LLC has advisors in 2 cities in California.
How do I check a Freestone Capital Management, LLC advisor in California?
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.