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CO

Christopher T. Odem

FREESTONE CAPITAL MANAGEMENT | Client Advisor
Seattle, WA 98104
Some features on this profile are disabled
CRD#: 2485620
CO

Professional summary

Christopher Terrance Odem, CIMA®, who also goes by Christopher T Odem, is a registered financial advisor currently at FREESTONE CAPITAL MANAGEMENT, LLC located in Seattle, Washington.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Christopher has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

What are your service offerings?
Philanthropic services
Financial planning
Trust & estate planning
Executive services/Equity comp...
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes

Aliases

Christopher T Odem

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Terrance Odem's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CIMA®

Certified Investment Management Analyst

Experience

Current

May 29, 2015 - Present

FREESTONE CAPITAL MANAGEMENT, LLC

Office #1: 701 5th Avenue 74th Floor, Seattle, WA 98104
RIA
CRD#: 145711
Seattle, WA
Past

November 13, 2007 - June 18, 2015

OPPENHEIMER & CO. INC.

RIA
CRD#: 249
BELLEVUE, WA
Past

April 15, 2003 - November 14, 2007

OPPENHEIMER ASSET MANAGEMENT

RIA
CRD#: 105559
NEW YORK, NY
Past

January 3, 2003 - April 15, 2003

OPPENHEIMER & CO. INC.

RIA
CRD#: 249
BELLEVUE, WA
Past

January 3, 2003 - June 18, 2015

OPPENHEIMER & CO. INC.

BD
CRD#: 249
BELLEVUE, WA
Past

January 15, 1997 - January 3, 2003

CIBC WORLD MARKETS CORP.

RIA
CRD#: 630
SEATTLE, WA
Past

July 11, 1994 - January 3, 2003

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FC
FREESTONE CAPITAL MANAGEMENT, LLC
FREESTONE | FREESTONE INVESTMENTS LLC (RELYING ADVISOR) | FREESTONE CAPITAL MANAGEMENT, LLC | FREESTONE ASSET MANAGEMENT | FREESTONE ADVISORS LLC

CRD#: 145711 / SEC#: 801-69073

RIA
Registered Investment Advisory firm - (4/25/2008 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Nevada
(2/5/2026)
IAR
Texas
(11/2/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/20/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/4/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/18/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 6/22/2010
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 7/8/1994
General Securities Representative Examination

Current Firm

FC
FREESTONE CAPITAL MANAGEMENT, LLC
FREESTONE | FREESTONE INVESTMENTS LLC (RELYING ADVISOR) | FREESTONE CAPITAL MANAGEMENT, LLC | FREESTONE ASSET MANAGEMENT | FREESTONE ADVISORS LLC

CRD#: 145711 / SEC#: 801-69073

RIA
Registered Investment Advisory firm - (4/25/2008 Approved)
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Contact information

Main Address
701 5th Avenue 74th Floor, Seattle, WA 98104
Mailing Address
Phone number
(206) 707-7300
Established
Firm type
Fiscal year end
# of Employees
117

SEC notice filing (38 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FREESTONE CAPITAL MANAGEMENT LLC (8/19/2025)

Regulatory assets under management

Total Number of Accounts6,231
AUM (Assets Under Management)$ 11,493,619,610

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
07/16/2025
Cover Page
Report
11/21/2024
Cover Page
Report
09/26/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FREESTONE CAPITAL MANAGEMENT, LLC

Client AdvisorCRD#: 145711Seattle, WA 98104

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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