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Carly Cohen

Freestone Capital Management, LLC

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About Carly Cohen

Carly Cohen is a registered Investment Advisor Representative with Freestone Capital Management, LLC. Carly is located in Seattle, WA, and has been a financial professional since February of 2022. Carly has experience in providing financial services to individuals, corporations, high-net-worth individuals, pooled investment vehicles, charitable organizations, and pension and profit-sharing plans. Carly's areas of expertise include financial planning, portfolio management, and investment selection. Carly holds a Series 65 license and has passed the Uniform Investment Adviser Law Examination.

Firm Information

Carly Cohen is currently registered with Freestone Capital Management, LLC. Freestone Capital Management, LLC is a registered investment advisor located in Seattle, WA. The firm provides financial planning, educational seminars, selection of other advisors, portfolio management for individuals, and portfolio management for pooled investment vehicles. The firm manages approximately $9.5 billion in assets for a diverse client base, including high-net-worth individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses.
Freestone Capital Management, LLC

701 5TH AVENUE

SEATTLE, WA 98104

$9.53B

Assets Under Management

Not reported

Total Clients

50

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Carly Cohen’s Registration & Firm History

WA

11/20/2023 - Present

Freestone Capital Management, LLC (SEATTLE WA)

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Licenses & Designations

IA

Issued 11/20/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Carly Cohen.
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