Peter
Wicklund

Freestone Capital Management, LLC

CRD#1298107
Investment Advisor
in Seattle, WA

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About this Advisor

Peter Wicklund is a certified financial planner and chartered financial analyst based in Seattle, Washington, who has been in the advisory business for 17 years. Wicklund is on the advisory team at Freestone Capital Management, LLC. The advisor has gained experience at Freestone Securities LLC and Freestone Capital Management LLC. Wicklund maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Washington. Freestone Capital Management, LLC is an advisory firm headquartered in Seattle, Washington. The investment advisory business has offices in two locations and a total of 67 people on staff. It handles $5 billion in assets across its 3,225 accounts, making it one of the biggest firms in the country by assets under management. The firm advises eight charities and foundations. Of its 3,225 accounts, 59% are held by high-net-worth clients who have more than $1 million in assets. Freestone Capital Management, LLC performs a number 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 for financial advisory services typically depend on which services are offered. Fees charged by Freestone Capital Management, LLC likely include some blend of asset-based, commission-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Analyst

Years of Experience

17 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

Disclosures

No

Office Location

701 5Th Avenue 74Th Floor
Seattle, WA 98104

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Freestone Capital Management, LLC Brokerage Details

Total Assets Under Management

$5,401,931,749

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

67

WA Average: 46
Total Number of Accounts

3,225

WA Average: 1,499
Average Account Size

$1,675,018

WA Average: $2,379,338

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Investment Advisory Services

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

Peter Wicklund Work History

Peter has 17 years of experience.

2008 - Present (13 years)

Freestone Capital Management LLC

2003 - 2015 (12 years)

Freestone Securities LLC

Disclosures

Peter Wicklund has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Freestone Capital Management, LLC

Elizabeth Zackheim
Seattle, WA
Matthew Abrams
Seattle, WA
Robert Gentry
Seattle, WA
Nicole Pavlovic
Seattle, WA
Edward Doubleday
Santa Barbara, CA
Jenna Brazile
Seattle, WA
Joseph Jraitiny
Seattle, WA
Beau Bowman
Seattle, WA

This content was compiled from the SEC and FINRA.

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