Ryan Morris
Investment adviser representative at Freestone Capital Management, LLC
13 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
13 years in the industry.
- Freestone Capital Management, LLCApr 2026 to now
- J.P. Morgan Securities LLCDec 2023 to Apr 2026
- JPMorgan Chase Bank, N.A.Dec 2023 to Apr 2026
- UnemployedSep 2023 to Nov 2023
- First Republic Securities Company, LLCMay 2023 to Aug 2023
- First Republic BankJun 2021 to Aug 2023
- CurativeMar 2021 to Jun 2021
- UnemployedJan 2021 to Feb 2021
- March Capital ManagementMay 2020 to Aug 2020
- University of Nevada RenoAug 2018 to Dec 2020
- Peet's Coffee and TeaMay 2018 to Jan 2019
- Montana State UniversityAug 2017 to May 2018
- Lbc Camps LLCJun 2017 to Dec 2017
- Terra Linda High SchoolAug 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7760774
- Firm CRD
- 145711