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Michael David kjell Raine

Investment adviser representative at Freestone Capital Management, LLC
5 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

5 years in the industry.

  1. Freestone Capital Management, LLCNov 2021 to now
  2. PathstoneApr 2021 to Oct 2021
  3. Parcion Private Wealth ManagementOct 2019 to Apr 2021
  4. UnemployedOct 2017 to Jan 2018
  5. UBS Financial Services Inc.Feb 2017 to Oct 2019
  6. Cambridge Investment Research, Inc.Jan 2017 to Sep 2017
  7. Finity Group, LLCDec 2016 to Sep 2017
  8. UnemployedAug 2016 to Dec 2016

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2017

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
6736288
Firm CRD
145711
Advisor's SEC record (opens in a new tab)
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