Elizabeth Mary Steininger
Investment adviser representative at Freestone Capital Management, LLC
13 yearsExperience
2 statesRegistered in
$14.5BFirm assets
18 yearsFirm in business
Are you Elizabeth Mary Steininger? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Freestone Capital Management, LLCApr 2024 to now
- Ratio Wealth Group, LLCJan 2019 to Apr 2024
- UnemployedJun 2018 to Dec 2018
- Alta Park Capital, LPOct 2013 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Freestone Capital Management, LLC
$14.5BAssets managed
2,994Clients
66Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2426826
- Firm CRD
- 145711