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RIA / WealthAdvisor21 years in industry

HEATHER YASMEEN MICHAIL

Advisor at FREESTONE CAPITAL MANAGEMENT, LLC

SEATTLE, WA

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Search this name across graphsid dfx:ria:bd25f1bb-e92d-f23c-0702-347e7d94add9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Apr 26, 2005 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: Apr 18, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Apr 18, 2005
First registration: Apr 26, 2005
Dual registered: no
Other names: HEATHER YASMEEN MICHAIL|Heather Michail
IAPD individual key: 4819345

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	Jul 8, 2026	n/a	yes	SEATTLE, WA	Current employment
UBS FINANCIAL SERVICES INC.	Wirehouse	Nov 8, 2024	Jun 25, 2026	no	SEATTLE, WA\|SEATTLE, WA	Previous registration
TSCHETTER GROUP	Independent wealth	Jun 26, 2024	Jul 30, 2024	no	BELLEVUE, WA	Previous registration
D.A. DAVIDSON & CO.	Independent wealth	Sep 2, 2014	Mar 25, 2024	no	SEATTLE, WA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 14, 2013	Aug 29, 2014	no	SEATTLE, WA\|SEATTLE, WA\|SEATTLE, WA\|BELLEVUE, WA	Previous registration
D.A. DAVIDSON & CO.	Independent wealth	Apr 26, 2005	Oct 15, 2012	no	MISSOULA, MT\|MISSOULA, MT	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
UBS FINANCIAL SERVICES INC.	FREESTONE CAPITAL MANAGEMENT, LLC	Jun 25, 2026	Jul 8, 2026	13	Firm change	Wirehouse to RIA
TSCHETTER GROUP	UBS FINANCIAL SERVICES INC.	Jul 30, 2024	Nov 8, 2024	101	Firm change	RIA to wirehouse
D.A. DAVIDSON & CO.	TSCHETTER GROUP	Mar 25, 2024	Jun 26, 2024	93	Firm change	RIA to RIA
WELLS FARGO ADVISORS	D.A. DAVIDSON & CO.	Aug 29, 2014	Sep 2, 2014	4	Firm change	Other
D.A. DAVIDSON & CO.	WELLS FARGO ADVISORS	Oct 15, 2012	Jan 14, 2013	91	Firm change	Other

Relationships

Registered with (5)

→ FREESTONE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: current employment
Jul 8, 2026 to presentfactForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Nov 8, 2024 to Jun 25, 2026factForm ADV
→ TSCHETTER GROUPRegistered adviserregistration: previous registration
Jun 26, 2024 to Jul 30, 2024factForm ADV
→ D.A. DAVIDSON & CO.Registered adviserregistration: previous registration
Sep 2, 2014 to Mar 25, 2024factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 14, 2013 to Aug 29, 2014factForm ADV

Dated events

Occurred
Jun 25, 2026
Advisor changed firm
Heather Yasmeen Michail left Ubs Financial Services Inc. for Freestone Capital Management, Llc (registered 2026-07-08)
Form ADVobserved 5 days ago
Occurred
Jul 30, 2024
Advisor changed firm
Heather Yasmeen Michail left Tschetter Group for Ubs Financial Services Inc. (registered 2024-11-08)
Form ADVobserved 5 days ago
Occurred
Mar 25, 2024
Advisor changed firm
Heather Yasmeen Michail left D.A. Davidson & Co. for Tschetter Group (registered 2024-06-26)
Form ADVobserved 5 days ago