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Nicholas King Bucklin

Investment adviser representative at Freestone Capital Management, LLC
18 yearsExperience
2 statesRegistered in
CFADesignation
$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

18 years in the industry.

  1. Freestone Capital Management, LLCJun 2021 to now
  2. Franklin Templeton InvestmentsMar 2008 to May 2021

Designations

  • CFA

Exams passed

No exams in this record.

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
7393532
Firm CRD
145711
Advisor's SEC record (opens in a new tab)
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