John Michael Steele
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
12 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Freestone Capital Management, LLCMar 2026 to now
- Vanguard Advisers, Inc.Jan 2023 to Mar 2026
- The Vanguard Group, Inc.Jun 2022 to Mar 2026
- Vanguard Marketing CorporationJun 2022 to Mar 2026
- Cougar CountryDec 2021 to May 2022
- Washington Policy CenterJun 2021 to Aug 2021
- Self EmployedMay 2020 to Jun 2020
- Rpi Printing FactoryDec 2019 to Jan 2021
- Washington State UniversityAug 2018 to May 2022
- Overlake Golf and Country ClubJun 2018 to Aug 2021
- Bishop Blanchet HighschoolAug 2014 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (WA).
Freestone Capital Management, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7569159
- 145711