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RIA / WealthAdvisor17 years in industry

ALYSSA HALL MORRIS

Advisor at FREESTONE CAPITAL MANAGEMENT, LLC

San Francisco, CA

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Search this name across graphsid dfx:ria:5e4c6987-eae2-0096-563e-1cce2e9efcff

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 25, 2013 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FREESTONE CAPITAL MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 26, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Jun 26, 2009
First registration: Sep 25, 2013
Dual registered: no
Other names: ALYSSA ANN HALL|ALYSSA ANN HALL|ALYSSA H. MORRIS
IAPD individual key: 2790341

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FREESTONE CAPITAL MANAGEMENT, LLC	Independent wealth	Nov 2, 2023	n/a	yes	San Francisco, CA	Current employment
PARALLEL ADVISORS, LLC	Independent wealth	Nov 10, 2015	Jan 31, 2022	no	SAN FRANCISCO, CA	Previous registration
WAYPOINT WEALTH PARTNERS	Former SEC adviser	Dec 1, 2014	Nov 9, 2015	no	MILL VALLEY, CA	Previous registration
PARALLEL ADVISORS, LLC	Independent wealth	Sep 25, 2013	Dec 15, 2014	no	SAN FRANCISCO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PARALLEL ADVISORS, LLC	FREESTONE CAPITAL MANAGEMENT, LLC	Jan 31, 2022	Nov 2, 2023	640	Firm change after gap	RIA to RIA
WAYPOINT WEALTH PARTNERS	PARALLEL ADVISORS, LLC	Nov 9, 2015	Nov 10, 2015	1	Firm change	Other
PARALLEL ADVISORS, LLC	WAYPOINT WEALTH PARTNERS	Dec 15, 2014	Dec 1, 2014	-14	Firm change	Other

Relationships

Registered with (3)

→ FREESTONE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: current employment
Nov 2, 2023 to presentfactForm ADV
→ PARALLEL ADVISORS, LLCRegistered adviserregistration: previous registration
Nov 10, 2015 to Jan 31, 2022factForm ADV
→ WAYPOINT WEALTH PARTNERSRegistered adviserregistration: previous registration
Dec 1, 2014 to Nov 9, 2015factForm ADV

Dated events

Occurred
Jan 31, 2022
Advisor changed firm
Alyssa Hall Morris left Parallel Advisors, Llc for Freestone Capital Management, Llc (registered 2023-11-02)
Form ADVobserved 4 days ago