Mckenzie
Granston
Freestone Capital Management, LLC
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About this Advisor
Mckenzie Granston is a financial advisor working in Seattle, Washington with a total of 1 year of relevant experience. Granston works at Freestone Capital Management, LLC. Throughout their career, they have worked at Freestone Capital Management LLC, Getty Images, University Of Washington, Bill And Melinda Gates Investments Group, Nordstrom, Farouche Salon, Eastside Tennis Center and Lake Washington High School. Granston holds a Series 65 license, which qualifies them as an investment advisor representative, and is approved to work in Washington. Freestone Capital Management, LLC is a financial advisory company operating out of Seattle, WA. The firm has offices in four locations and a total of 94 people on staff. It manages $8 billion in assets between its 5,189 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 11 charitable organizations. Of its 5,189 customer accounts, 51% are held by high-net-worth clients who have greater than $1 million in investable assets. Freestone Capital Management, LLC provides a broad 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. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fee types billed by Freestone Capital Management, LLC likely are comprised of some blend of asset-based, commission-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Freestone Capital Management, LLC Brokerage Details
$8,221,070,289
94
5,189
$1,584,327
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Mckenzie Granston Work History
Mckenzie has been registered as a financial advisor for 1 years.*
Freestone Capital Management LLC
Getty Images
Bill And Melinda Gates Investments Group
Getty Images
Nordstrom
University Of Washington
Eastside Tennis Center
Farouche Salon
Lake Washington High School
*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 Mckenzie Granston 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
San Francisco, CA
San Francisco, CA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
San Francisco, CA
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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