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Robert William Morrison

Downing Street Wealth Management LLC

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About Robert William Morrison

Robert Morrison is an Investment Advisor Representative at Downing Street Wealth Management LLC. Robert has been an Investment Advisor Representative since May 2010 and holds a Series 65 license. Robert is also a Certified Public Accountant and provides tax preparation services in addition to investment advisory services. Robert is registered with the states of Colorado and Texas. Robert has over 15 years of experience in the financial services industry. Downing Street Wealth Management LLC is a Registered Investment Advisor firm that provides financial planning, portfolio management and other investment advisory services to individuals and families. Downing Street Wealth Management LLC has over 150 million dollars in assets under management.

Firm Information

Robert Morrison is currently registered with Downing Street Wealth Management LLC. Downing Street Wealth Management LLC is a registered investment adviser with approximately $152,061,446 in regulatory assets under management. The firm provides financial planning, pension consulting, and educational seminars. They also offer portfolio management services for individuals and high-net-worth individuals.

$152.06M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Morrison’s Registration & Firm History

CO

01/04/2012 - Present

Downing Street Wealth Management LLC (GREENWOOD VILLAGE CO)

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Licenses & Designations

IA

Issued 03/01/2010

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert William Morrison.
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