Mellany
Lengeling
Freestone Capital Management, LLC
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About this Advisor
Mellany Lengeling is a certified financial planner working in Seattle, Washington with 4 years of relevant experience. Lengeling is currently employed by Freestone Capital Management, LLC. Throughout their career, Lengeling has worked at University Of Colorado - Denver, Southern Hospitality, Wash Park Grille, First Financial Equity Corporation, Pitchbook Data, Juicy Cafe, The Lyman Group and Freestone Capital Management LLC. Lengeling has a Series 65 license, qualifying them as an investment advisor representative, and is able to work in Washington. Freestone Capital Management, LLC is a registered investment company based in Seattle, WA. It has offices in four locations and a total of 94 financial advisors. It manages $8 billion in total assets among its 5,189 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to 11 charitable organizations. Of its 5,189 customer accounts, 51% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The company offers 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. Financial management fees typically depend on the services offered. However, fees charged by Freestone Capital Management, LLC can consist 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
Mellany Lengeling Work History
Mellany has been registered as a financial advisor for 4 years.*
Freestone Capital Management LLC
The Lyman Group
Pitchbook Data
Juicy Cafe
First Financial Equity Corporation
Wash Park Grille
Southern Hospitality
University Of Colorado - Denver
*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 Mellany Lengeling 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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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.