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Mckenzie Adeline Granston

Investment adviser representative at Freestone Capital Management, LLC
10 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

10 years in the industry.

  1. Freestone Capital Management, LLCJul 2020 to now
  2. Getty ImagesOct 2019 to Jul 2020
  3. Bill and Melinda Gates Investments GroupJun 2019 to Aug 2019
  4. Getty ImagesMay 2018 to Aug 2018
  5. NordstromJun 2017 to Aug 2017
  6. University of WashingtonSep 2016 to Jun 2020

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022

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
7427287
Firm CRD
145711
Advisor's SEC record (opens in a new tab)
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