Theodore
Canfield
Freestone Capital Management, LLC
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About this Advisor
Theodore Canfield is a financial advisor working in Seattle, Washington with 1 year of relevant experience. Canfield is on the advisory team at Freestone Capital Management, LLC. The advisor has gained experience at Keypoint Credit Union, Three Bell Capital, Unemployed / Student, Gonzaga University, Iconiq Capital, LLC and Freestone Capital Management, LLC. Canfield has a Series 65 license, which qualifies them as an investment advisor representative, and can work in California and Washington. Freestone Capital Management, LLC is a financial advisory company operating out of Seattle, WA. The firm has offices in four locations and a total of 94 financial advisors. It controls $8 billion in assets across its 5,189 customer accounts, making it one of the largest firms in the United States by assets under management. The firm advises 11 charities and foundations. Of its 5,189 customer accounts, 51% are associated with high-net-worth investors who have more than $1 million in investable assets. Freestone Capital Management, LLC has 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 fee schedules depend on which services are offered. However, fees charged by Freestone Capital Management, LLC likely are comprised of any 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
Theodore Canfield Work History
Theodore has been registered as a financial advisor for 1 years.*
Freestone Capital Management, LLC
Iconiq Capital, LLC
Three Bell Capital
Keypoint Credit Union
Gonzaga University
Unemployed / Student
*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 Theodore Canfield 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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