D.A. Davidson & Co.
47yrs
Top 1% by experience in Seattle
24yrs
Trevor Sharp
Full name on record: Trevor William Sharp
Financial advisor at Freestone Capital Management
Trevor Sharp is a fiduciary financial advisor in Seattle, Washington, with 24 years in the industry. Trevor joined Freestone Capital Management in 2015, after 12 years at Oppenheimer & Co. and less than a year at Synergy Asset Management. Freestone Capital Management offers financial planning, investment management, and private fund management and is paid through a percentage of assets, flat fees, and performance-based fees.
One of 1981 advisors with offices in Seattle, and one of 1838 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?Top 21% by experience at Freestone Capital Management
Office701 5th Avenue 74th Floor, Seattle, WA 98104
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$3.91 million
Advisors at the firm66
States licensed ?2 states
Services through Freestone Capital Management
Financial planningInvestment management for individuals and small businessesManaging private fundsChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2015 – nowFreestone Capital Management, LLCCurrent firm
- 2003 – 2015Oppenheimer & Co. Inc.Previously
- Jan 2003 – Jul 2003Synergy Asset Management, LLCPreviously
Contact Trevor
(206) 707-7300Freestone Capital Management main office 701 5th Avenue 74th FloorSeattle, WA 98104Office · Get directions Facebook pageFreestone Capital Management
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Questions to ask Trevor
Tailored to Trevor’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Trevor
How do I contact Trevor?
Call Freestone Capital Management at (206) 707-7300 and ask for Trevor Sharp. Trevor works from the Seattle, WA office.
How long has Trevor been a financial advisor?
Trevor has been in the industry since 2002, about 24 years. Top 21% by experience at Freestone Capital Management.
What licenses does Trevor hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Trevor a fiduciary?
Trevor is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Trevor paid?
Freestone Capital Management reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Trevor for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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