Iyla Monique Mitteco
Investment adviser representative at Freestone Capital Management, LLC
9 yearsExperience
1 stateRegistered in
$14.5BFirm assets
18 yearsFirm in business
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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
9 years in the industry.
- Freestone Capital Management, LLCOct 2024 to now
- Northwestern Mutual Investment Services LLCMay 2024 to Oct 2024
- Jimmy CusimanoFeb 2024 to Oct 2024
- Windawi & Associates, Inc.Jun 2021 to Mar 2024
- LPL Financial, LLCJun 2021 to Jan 2022
- Re Chaix and Associates Insurance Brokers IncJan 2020 to Jun 2021
- United States Liability Insurance Company, Inc.Dec 2019 to Jan 2020
- Schrimmer-cavanagh Insurance Agency, Inc.Jun 2019 to Dec 2019
- Applied Financial Planning, Inc.Jun 2017 to Jun 2019
- 24 Hour Fitness, Inc.Dec 2016 to Jan 2018
- Macys IncNov 2016 to Jan 2017
- Forever 21May 2015 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
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
- 6823505
- Firm CRD
- 145711