Christopher
Odem

Freestone Capital Management, LLC

CRD#2485620
Investment Advisor
in Seattle, WA

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About this Advisor

Christopher Odem is a financial advisor operating out of Seattle, Washington with a total of 8 years of relevant experience. Odem is an advisor for Freestone Capital Management, LLC. During their career, Odem has held roles at Freestone Capital Management, LLC, Fahnestock & Co. Inc and Oppenheimer Asset Management Inc. Odem maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Washington. Freestone Capital Management, LLC is a registered investment company that has its headquarters in Seattle, WA. The company has offices in four locations and a total of 94 people on staff. It handles $8 billion in assets across its 5,189 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advice to 11 charities and foundations. Of its 5,189 customer accounts, 51% belong to high-net-worth investors who have at least $1 million in assets available to invest. Freestone Capital Management, LLC offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. Financial management fee schedules usually depend on the financial services. However, fees billed by Freestone Capital Management, LLC most likely are comprised of asset-based, commission-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection of other advisers

Fee Structure

Percentage of Assets, Commissions, Performance-based Fees

Office Location

701 5Th Avenue 74Th Floor
Seattle, WA 98104

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Freestone Capital Management, LLC Brokerage Details

Total Assets Under Management

$8,221,070,289

WA Average: $3,566,627,242
Total Number of Employees

94

WA Average: 46
Total Number of Accounts

5,189

WA Average: 1,499
Average Account Size

$1,584,327

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers

Christopher Odem Work History

Christopher has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Freestone Capital Management, LLC

2003 - 2015 (12 years)

Fahnestock & Co. Inc

2003 - 2015 (12 years)

Oppenheimer Asset Management Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Christopher Odem to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Freestone Capital Management, LLC

Alyssa Morris
San Francisco, CA
Bruce Edwards
San Francisco, CA
Robert Gentry
Seattle, WA
Jennifer Doherty
Seattle, WA
Michael Raine
Seattle, WA
Julia Eldrenkamp
Seattle, WA
Riley Barr
San Francisco, CA
Ross Rubinstein
Seattle, WA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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