Eric Fridstein
Investment adviser representative at Freestone Capital Management, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$14.5BFirm assets
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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, LLCJul 2020 to now
- D.A. Davidson & Co.Sep 2017 to Jun 2020
- UnemployedMay 2017 to Sep 2017
- Full-time EducationAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 6507135
- Firm CRD
- 145711