DFX Intelligence
Advisors
Advisors registered through Freestone Capital Management, LLCAbout this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
63 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Jeffrey David Salyer Chartered Financial Analyst | Freestone Capital Management, LLC independent RIA | San Francisco, Ca | Aug 27, 2025 | 10 y | 0 | 1 |
| Halle Shaeffer | Freestone Capital Management, LLC independent RIA | Seattle, Wa | Apr 5, 2025 | 10 y | 0 | 1 |
| Trevor William Sharp | Freestone Capital Management, LLC independent RIA | Seattle, Wa | May 29, 2015 | 24 y | 2 | 2 |
| A••••• S•••• | F•••••••• C•••••• M••••••••• L•• independent RIA | Seattle, Wa | Nov 13, 2024 | 11 y | 0 | 1 |
| B••••••• S••••• S••••• | F•••••••• C•••••• M••••••••• L•• independent RIA | Seattle, Wa | Nov 19, 2025 | 11 y | 0 | 1 |
| C••••••••• L•••• S••••• | F•••••••• C•••••• M••••••••• L•• independent RIA | San Francisco, Ca | Mar 10, 2023 | 12 y | 2 | 2 |
| J••• M•••••• S••••• Certified Financial Planner | F•••••••• C•••••• M••••••••• L•• independent RIA | Seattle, Wa | Mar 17, 2026 | 12 y | 1 | 1 |
| A•••• J••••••• S••••••• | F•••••••• C•••••• M••••••••• L•• independent RIA | Seattle, Wa | Feb 24, 2025 | 12 y | 1 | 1 |
| E•••••••• M••• S••••••••• | F•••••••• C•••••• M••••••••• L•• independent RIA | San Francisco, Ca | Apr 12, 2024 | 30 y | 1 | 2 |
| M•••••• A•••• T••••• | F•••••••• C•••••• M••••••••• L•• independent RIA | Seattle, Wa | Jul 29, 2015 | 20 y | 4 | 1 |
| P•••• J•••• W••••••• Chartered Financial Analyst | F•••••••• C•••••• M••••••••• L•• independent RIA | Seattle, Wa | Apr 25, 2008 | 35 y | 2 | 3 |
| J••••••• J•••• W•••••• Certified Financial Planner | F•••••••• C•••••• M••••••••• L•• independent RIA | San Francisco, Ca | Oct 6, 2023 | 21 y | 2 | 2 |
| T•••• Y•••• | F•••••••• C•••••• M••••••••• L•• independent RIA | Seattle, Wa | Jun 17, 2026 | 11 y | 1 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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