Chloe L Chase
Investment adviser representative at Freestone Capital Management, LLC
12 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
12 years in the industry.
- Freestone Capital Management, LLCFeb 2026 to now
- Morgan StanleyAug 2024 to Feb 2026
- JP Morgan ChaseJul 2023 to Jul 2024
- First Republic BankJun 2022 to Jul 2023
- Washington Trust BankDec 2018 to Jun 2022
- Washington Trust BankMay 2018 to Nov 2018
- Washington Trust BankSep 2017 to Apr 2018
- Full Time StudentMay 2014 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- 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
- 7960431
- Firm CRD
- 145711