Stephanie
D'Ippolito

Freestone Capital Management, LLC

CRD#5152745
Investment Advisor
in Seattle, WA

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About this Advisor

Stephanie D'Ippolito is a certified financial planner whose office is in Seattle, Washington. Currently a registered advisor with Freestone Capital Management, LLC, they have accrued 12 years of professional experience in the financial advisory industry. D'Ippolito maintains a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. D'Ippolito is registered to work with clients based out of Washington. During their career, D'Ippolito has held roles at Robert W. Baird & Co, Baker Tilly Capital, LLC, Baker Tilly Investment Advisors, LLC, Bronfman E.L. Rothschild Lp, Belr Capital, LLC and Freestone Capital Management, LLC. Freestone Capital Management, LLC is located in Seattle, Washington, and operates out of two other offices throughout the United States. Overall, Freestone Capital Management, LLC manages $5 billion in assets throughout 3,225 accounts and retains more than 67 people. The amount of assets the firm manages makes it one of the largest firms in the nation. The firm manages 2,276 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 59% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Freestone Capital Management, LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. The firm may charge clients asset-based, commission-based and performance-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

12 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

Stephanie D'Ippolito Work History

Stephanie has 12 years of experience.

2017 - Present (4 years)

Freestone Capital Management, LLC

2015 - 2017 (2 years)

Belr Capital, LLC

2013 - 2017 (4 years)

Bronfman E.L. Rothschild Lp

2012 - 2015 (3 years)

Baker Tilly Capital, LLC

2012 - 2013 (1 year)

Baker Tilly Investment Advisors, LLC

2008 - 2012 (4 years)

Robert W. Baird & Co

Disclosures

Stephanie D'Ippolito 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
Nicole Pavlovic
Seattle, WA
Edward Doubleday
Santa Barbara, CA
Robert Gentry
Seattle, WA
Mellany Lengeling
Seattle, WA
Peter Forras
Seattle, WA
Samuel Pun
San Francisco, CA

This content was compiled from the SEC and FINRA.

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