Robert
Mellon

Freestone Capital Management, LLC

CRD#2368851
Investment Advisor
in Seattle, WA

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About this Advisor

Robert Mellon is a financial advisor who works out of Seattle, Washington with a total of 15 years of relevant experience. Mellon is an employee of Freestone Capital Management, LLC. During their career, Mellon has held roles at Freestone Capital Management LLC and Freestone Securities, LLC. Mellon has a Series 63 license, qualifying them as a securities agent, and is able to work in Oregon and Washington. Freestone Capital Management, LLC is a company that has its headquarters in Seattle, WA. The investment advisory business has offices in four locations and a total of 94 financial advisors. It handles $8 billion in assets under management among its 5,189 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to 11 charitable organizations. Of its 5,189 accounts, 51% are associated with high-net-worth investors who have greater than $1 million in assets. Freestone Capital Management, LLC offers a diverse assortment of services, such as 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 depend on the services. Fees charged by Freestone Capital Management, LLC likely are comprised of some combination of asset-based, commission-based and performance-based fees.

Certifications and Registrations

Series 63

Years Registered*

15 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

Robert Mellon Work History

Robert has been registered as a financial advisor for 15 years.*

2008 - Present (16 years)

Freestone Capital Management LLC

2003 - 2015 (12 years)

Freestone Securities, LLC

*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 Robert Mellon 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
Stephanie D'Ippolito
Seattle, WA
Matthew Tigert
Seattle, WA
Jennifer Doherty
Seattle, WA
Ross Rubinstein
Seattle, WA
Cole Walton
Seattle, WA
Riley Barr
San Francisco, CA

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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