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Matthew Ryan Abrams

Investment adviser representative at Freestone Capital Management, LLC
11 yearsExperience
2 statesRegistered 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

11 years in the industry.

  1. Freestone Capital Management, LLCNov 2016 to now
  2. Wells Fargo Advisors LLCOct 2015 to Nov 2016
  3. Wells Fargo Bank NAOct 2015 to Nov 2016

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2015

State registrations

Registered as an investment adviser representative in 2 states (TX, 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
6567402
Firm CRD
145711
Advisor's SEC record (opens in a new tab)
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