Riley Barr
Professional summary
Riley Barr, CFP®, who also goes by Riley Gordon Barr, is a registered financial advisor currently at FREESTONE CAPITAL MANAGEMENT, LLC located in San Francisco, California.
Riley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Riley has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Riley Barr's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2019
Experience
May 16, 2019 - Present
FREESTONE CAPITAL MANAGEMENT, LLC
Office #1: 101 California Street, San Francisco, CA 94111January 21, 2016 - May 15, 2019
SCHARF INVESTMENTS, LLC
July 10, 2013 - February 17, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
December 20, 2012 - February 17, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
FREESTONE CAPITAL MANAGEMENT, LLC
CRD#: 145711 / SEC#: 801-69073
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/16/2019)
(11/2/2023)
Exams
Current Firm
FREESTONE CAPITAL MANAGEMENT, LLC
CRD#: 145711 / SEC#: 801-69073
Contact information
SEC notice filing (40 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 6,231 |
| AUM (Assets Under Management) | $ 11,493,619,610 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/16/2025 | ||
| 11/21/2024 | ||
| 09/26/2023 |
Red Flags
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