Ross
Rubinstein

Freestone Capital Management, LLC

CRD#6243657
Investment Advisor
in Seattle, WA

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About this Advisor

Ross Rubinstein is a certified financial planner based out of Seattle, Washington, with 2 years of industry experience. Rubinstein works at Freestone Capital Management, LLC. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Kpmg Llp, Ubs Financial Services Inc, Morgan Stanley, Morgan Stanley Private Bank, N.A, Brighton Jones LLC and Freestone Capital Management, LLC. Rubinstein holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Washington. Freestone Capital Management, LLC is a business operating out of Seattle, WA. The firm has offices in four locations and a total of 94 advisors. It administers $8 billion in assets under management among its 5,189 client accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advice to 11 charities and foundations. Of its 5,189 client accounts, 51% belong to high-net-worth individuals who have at least $1 million in assets. The advisory firm offers a broad range 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 advisory fees largely vary depending on the services. However, fees billed by Freestone Capital Management, LLC likely consist of asset-based, commission-based and performance-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 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

Ross Rubinstein Work History

Ross has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Freestone Capital Management, LLC

2018 - Present (6 years)

Brighton Jones LLC

2018 - 2018 (< 1 year)

Morgan Stanley Private Bank, N.A

2017 - 2018 (1 year)

Morgan Stanley

2015 - 2017 (2 years)

Ubs Financial Services Inc

2013 - 2015 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2012 - 2013 (1 year)

Kpmg Llp

*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 Ross Rubinstein 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
Bryce Leone
Seattle, WA
Matthew Tigert
Seattle, WA
Stephanie D'Ippolito
Seattle, WA
Riley Barr
San Francisco, CA
Robert Gentry
Seattle, WA
Jennifer Doherty
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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