AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
AG

Amy D. Graham

FREESTONE CAPITAL MANAGEMENT
SEATTLE, WA 98104
Some features on this profile are disabled
CRD#: 2665442
AG
Amy Diane GrahamFREESTONE CAPITAL MANAGEMENT

Professional summary

Amy Diane Graham, who also goes by Amy D Burry, Amy Diane Burry, Amy Burry, Amy Diane Wilcox, is a registered financial advisor currently at FREESTONE CAPITAL MANAGEMENT, LLC located in Seattle, Washington.

Amy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Amy has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 6 and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Amy D Burry | Amy Diane Burry | Amy Burry | Amy Diane Wilcox

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 Amy Diane Graham'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®
None

Experience

Current

September 29, 2026 - Present

FREESTONE CAPITAL MANAGEMENT, LLC

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

May 5, 2025 - September 17, 2026

TSCHETTER GROUP

RIA
CRD#: 301548
BELLEVUE, WA
Past

December 11, 2018 - March 18, 2020

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
LYNNWOOD, WA
Past

June 5, 2015 - February 2, 2017

KMS FINANCIAL SERVICES, INC.

BD
CRD#: 3866
BELLEVUE, WA
Past

October 23, 1995 - July 31, 1996

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
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
Washington
(9/29/2026)

Exams

What does exam status mean?
State Security Law Exam
IAR
Series 65
Status Unavailable
Passed: 5/5/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
PR
Series 63
Status Unavailable
Passed: 7/2/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
PR
Series 7TO
Status Unavailable
Passed: 12/11/2018
General Securities Representative Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 2/2/2017
Securities Industry Essentials Examination
General Industry/Product Exam
PR
Series 6
Status Unavailable
Passed: 6/5/2015
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
PR
Series 7
Status Unavailable
Passed: 10/16/1995
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)
Loading...

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
120

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FREESTONE CAPITAL MANAGEMENT LLC (3/30/2026)

Regulatory assets under management

Total Number of Accounts4,494
AUM (Assets Under Management)$ 14,540,825,662

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

CRD#: 145711Seattle, WA 98104

TRUST BUT VERIFY

Monitor Amy Graham

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Gregg Michael Quinn
Gregg QuinnAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Redmond, WA
Mary Ann Middleton Ferreira
Mary Ann FerreiraAdvisorCheck Check Mark
THE ENSEMBLE TEAM
IAR
SEATTLE, WA
Kyle Vann Mylius
Kyle MyliusAdvisorCheck Check Mark
HUMANIZE WEALTH
IAR
Seattle, WA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.