Unclaimed Profile

Matthew Allan Tigert

FREESTONE CAPITAL MANAGEMENT, LLC·SEATTLE, Washington

Series 65Clean record20 years registeredFREESTONE CAPITAL MANAGEMENT, LLC

701 5TH AVENUE, SEATTLE, WA 98104CRD# 5098983Firm CRD# 145711

Profile Verification

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

Identity

Matthew Allan Tigert · SEATTLE, WA

Registration

CRD #5098983 · FREESTONE CAPITAL MANAGEMENT, LLC · 20 years registered

Brand Profile

Not yet started

Career History

FREESTONE CAPITAL MANAGEMENT, LLC

Jul 2015 – present

ENVESTNET | PMC

Dec 2012 – Jul 2015

BERWYN, PA

TAMARAC INC

Feb 2012 – Nov 2012

SEATTLE, WA

CONVERGENT WEALTH ADVISORS, LLC

May 2007 – Oct 2010

KIRKLAND, WA

LYDIAN WEALTH MANAGEMENT COMPANY, LLC

Jun 2006 – May 2007

ROCKVILLE, MD

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 12, 2006

Years registered · 20

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 Matthew Allan Tigert offer?

Matthew Allan Tigert specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in SEATTLE, Washington for a consultation.

What are Matthew Allan Tigert's credentials?

Matthew Allan Tigert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Allan Tigert located?

Matthew Allan Tigert 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 Matthew Allan Tigert charge for services?

Matthew Allan Tigert'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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