Sean
Gonzalez
Freestone Capital Management, LLC
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About this Advisor
Sean Gonzalez is a financial advisor who works out of Seattle, Washington with a total of 2 years of industry experience. Gonzalez is an advisor for Freestone Capital Management, LLC. Their career trajectory has included roles at Freestone Capital Management LLC, Aligne Wealth Preservation, Impac Mortgage Corp, Z-Pizza, University Of Southern California, Chaffey Community College, Orange Coast Community College and Ralphs. Gonzalez holds a Series 65 license, designating them as an investment advisor representative, and is able to work in Washington. Freestone Capital Management, LLC is a financial advisory company that has its headquarters in Seattle, WA. The investment advisory business has offices in four locations and a total of 94 employees. It has $8 billion in assets under management between its 5,189 client accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 11 charities and foundations. Of its 5,189 client accounts, 51% belong to high-net-worth clients who have greater than $1 million in assets. The company 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 the financial services. However, fee types charged by Freestone Capital Management, LLC can consist of some combination 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
Sean Gonzalez Work History
Sean has been registered as a financial advisor for 2 years.*
Freestone Capital Management LLC
Aligne Wealth Preservation
Impac Mortgage Corp
University Of Southern California
Ralphs
Z-Pizza
Chaffey Community College
Orange Coast Community College
*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 Sean Gonzalez 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
Seattle, WA
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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