Unclaimed Profile

Kevin Ira Patrick

FREESTONE CAPITAL MANAGEMENT, LLC·SEATTLE, Washington

Series 7, Series 24, Series 53, Series 63, Series 65Clean record35 years registeredFREESTONE CAPITAL MANAGEMENT, LLC

1918 EIGHTH AVE, SEATTLE, WA 98101CRD# 1832652Firm CRD# 145711

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin Ira Patrick · SEATTLE, WA

Registration

CRD #1832652 · FREESTONE CAPITAL MANAGEMENT, LLC · 35 years registered

Brand Profile

Not yet started

Career History

OBJECTIVE ADVISORS LLC

Jul 2012 – present

FREESTONE CAPITAL MANAGEMENT, LLC

Apr 2008 – Feb 2014

SEATTLE, WA

FREESTONE CAPITAL MANAGEMENT INC

Jan 2003 – May 2008

SEATTLE, WA

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Mar 1991 – Jan 2003

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 53

Series 63

Series 65

Registration record

First registered · March 14, 1991

Years registered · 35

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FREESTONE CAPITAL MANAGEMENT, LLC

CRD 145711 · SEC 801-69073

AUM

$9.5B

Regulatory assets under management

Employees

107

5,656 client accounts

Services offered by FREESTONE CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FREESTONE CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Kevin Ira Patrick offer?

Kevin Ira Patrick specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in SEATTLE, Washington for a consultation.

What are Kevin Ira Patrick's credentials?

Kevin Ira Patrick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Ira Patrick located?

Kevin Ira Patrick is based in SEATTLE, Washington, working with FREESTONE CAPITAL MANAGEMENT, LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.

How does Kevin Ira Patrick charge for services?

Kevin Ira Patrick's firm is compensated through percentage of aum, subscription fees, commissions, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FREESTONE CAPITAL MANAGEMENT, LLC?

FREESTONE CAPITAL MANAGEMENT, LLC has approximately 107 employees and manages $9.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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