Role at Freestone Capital Management
- Title on Schedule A
- Managing Director Advisory Operations
- Control
- Matthew Tigert is a control person of Freestone Capital Management.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Matthew Tigert has held the filed role since January 2025.
The firm
Form ADV filed 29 June 2026
Career on record
Matthew Tigert has been registered through Freestone Capital Management since July 2015, and before that through Envestnet | Pmc, Tamarac Inc, Convergent Wealth Advisors, LLC and Lydian Wealth Management Company, LLC.
- – present · 11 yearsSeattle, WA · Adviser representative · Firm CRD 145711
- Envestnet | Pmc– · 3 yearsBerwyn, PA · Adviser representative · Firm CRD 111694
- Tamarac Inc– · 1 yearSeattle, WA · Adviser representative · Firm CRD 116545
- Convergent Wealth Advisors, LLC– · 3 yearsKirkland, WA · Adviser representative · Firm CRD 143719
- Lydian Wealth Management Company, LLC– · 1 yearRockville, MD · Adviser representative · Firm CRD 107659
- Passed Series 65 · 2006
Registrations and exams
Matthew Tigert has a current investment-adviser registration in Washington and has passed 1 qualifying exam.
| State | Scope | Status | Since |
|---|---|---|---|
| Washington | Investment adviser representative | Approved | 29 July 2015 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 June 2006 |
- Name
- Uniform Investment Adviser Law Examination
Individual record
- Full name
- Matthew Allan Tigert
- CRD
- 5098983
- Registration status
- Investment adviser registration
- Office
- 701 5TH AVENUE, 74TH FLOOR, Seattle, WA 98104
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Common questions
Where does Matthew Tigert work?
Matthew Tigert has been Managing Director Advisory Operations of Freestone Capital Management, LLC since January 2025, and is a control person of the firm.
Is Matthew Tigert a financial advisor?
Yes. Matthew Tigert has a current investment-adviser registration in Washington, through Freestone Capital Management since July 2015, as of 18 October 2026.
How many years of experience does Matthew Tigert have?
Matthew Tigert has worked in the financial industry for 18 years as of 18 October 2026, counted from 20 November 2007, across 5 adviser firms.
What exams has Matthew Tigert passed?
Matthew Tigert passed the Series 65 in June 2006.
Where did Matthew Tigert work before Freestone Capital Management?
Before Freestone Capital Management, Matthew Tigert was registered through Envestnet | Pmc, December 2012 to July 2015; Tamarac Inc, February 2012 to November 2012; Convergent Wealth Advisors, LLC, May 2007 to October 2010; Lydian Wealth Management Company, LLC, June 2006 to May 2007.
Where is Matthew Tigert based?
Matthew Tigert’s registered office is in Seattle, WA.
Leadership at Freestone Capital Management
- Jennifer MorelandChief Financial Officer
- Jessica RodriguezChief Compliance Officer
- George ChangGeneral Counsel
- Gary FurukawaManager / Chief Investment Officer
- Erik MorganManager / Managing Partner