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Elizabeth Mary Steininger

Freestone Capital Management, LLC

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About Elizabeth Mary Steininger

Elizabeth Steininger is an Investment Advisor Representative with Freestone Capital Management, LLC. Elizabeth has been in the securities industry since 1994 and has been registered with the State of California since 2024. Elizabeth has extensive experience in portfolio management for individuals, pooled investment vehicles, and charitable organizations. Prior to joining Freestone Capital Management, LLC, Elizabeth worked at Alta Park Capital, LP and Ratio Wealth Group, LLC. Elizabeth has a Series 65 and Series 63, as well as Series 3 and Series 7.

Firm Information

Elizabeth Steininger 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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Elizabeth Steininger’s Registration & Firm History

CA

04/12/2024 - Present

Freestone Capital Management, LLC (San Francisco CA)

NY

03/17/1998 - 07/18/2011

GOLDMAN, SACHS & CO. (NEW YORK NY)

NJ

07/18/1994 - 03/04/1998

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

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Licenses & Designations

IA

Issued 07/24/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/08/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/26/1999

Series 3 - National Commodity Futures Examination

BC

Issued 07/15/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Elizabeth Mary Steininger.
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