D.A. Davidson & Co.
47yrs
Top 1% by experience in Seattle
4yrs
John Steele
Full name on record: John Michael Steele
Financial advisor at Freestone Capital Management
Based in Seattle, Washington, John Steele is a fiduciary financial advisor with 4 years of industry experience. John has been with Freestone Capital Management since 2026; before that, John spent three years at Vanguard Advisers. John holds the CFP® designation.
One of 1981 advisors with offices in Seattle, and one of 1838 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
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 ?1 state
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2026 – nowFreestone Capital Management, LLCCurrent firm
- 2023 – 2026Vanguard Advisers, Inc.Previously
Contact John
(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 John
Tailored to John’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 John
How do I contact John?
Call Freestone Capital Management at (206) 707-7300 and ask for John Steele. John works from the Seattle, WA office.
How long has John been a financial advisor?
John has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does John hold?
Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John 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 John 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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