Robert W. Morrison
DOWNING STREET WEALTH MANAGEMENT LLC
Greenwood Village, CO 80111
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CRD#: 5756962
Professional summary
Robert William Morrison, CFP®, who also goes by Bob Morrison, is a registered financial advisor currently at DOWNING STREET WEALTH MANAGEMENT LLC located in Greenwood Village, Colorado.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Robert has worked at 1 firm and has passed the Series 65 exam.
Biography
In serving his clients, Bob draws on long experience and deep knowledge in the business and financial sectors. His background includes positions with Deloitte & Touche LLP as well as Fortune 500 companies JD Edwards, Exempla Healthcare, EnCana Oil & Gas and USAA, the financial services company. At USAA, Bob was an Executive Director and one of the youngest-ever members of the Executive Management Group. He founded Downing Street Wealth Management to provide comprehensive, client-centered financial planning and wealth management. Bob graduated Summa Cum Laude, with a degree in accounting, from Metropolitan State College, in Denver. He received numerous academic honors, including the prestigious President’s Award, which is given to the college’s top graduate and is equivalent to the Valedictorian. He was also the top graduate from Metropolitan State College’s School of Business, and has received the Colorado Society of CPAs’ Gold Key Award. The award is presented annually to the top accounting graduate from each of the accredited business schools in Colorado.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Insurance Planning
Tax Planning
Estate Planning
Employee and Employer Plan Ben...
Retirement Planning
Investment Planning
Do you have an area of expertise or specialization?
Estate & Generational Planning...
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Tax Planning
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Bob Morrison
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
DOWNING STREET TAX MANAGEMENT; INVESTMENT RELATED; SAME OFFICE ADDRESS; CERTIFIED PUBLIC ACCOUNTANT AND TAX PREPARATION SERVICES, APPROXIMATELY 20-30 HOURS PER WEEK.
CRS (Client Relationship Summary) - RIA
Click below to view Robert William Morrison's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2014
Experience
Current
May 18, 2010 - Present
DOWNING STREET WEALTH MANAGEMENT LLC
Office #1: 6021 S. Syracuse Way Suite 312, Greenwood Village, CO 80111RIA
CRD#: 152983
Greenwood Village, CO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DOWNING STREET WEALTH MANAGEMENT LLC
DOWNING STREET WEALTH MANAGEMENT LLC
CRD#: 152983 / SEC#: 801-131457
RIA
Registered Investment Advisory firm - (11/8/2024 Approved)Colorado
Registered Investment Advisory firm - (12/18/2024 Terminated)Texas
Registered Investment Advisory firm - (12/17/2024 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Colorado(5/18/2010)
IAR
Texas(1/4/2012)
Current Firm
DOWNING STREET WEALTH MANAGEMENT LLC
DOWNING STREET WEALTH MANAGEMENT LLC
CRD#: 152983 / SEC#: 801-131457
RIA
Registered Investment Advisory firm - (11/8/2024 Approved)Colorado
Registered Investment Advisory firm - (12/18/2024 Terminated)Texas
Registered Investment Advisory firm - (12/17/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6021 S. Syracuse Way Suite 312, Greenwood Village, CO 80111
Mailing Address
Phone number
(720) 360-0886
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 567 |
| AUM (Assets Under Management) | $ 158,332,643 |
Red Flags
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Company Information
DOWNING STREET WEALTH MANAGEMENT LLC
CRD#: 152983Greenwood Village, CO 80111TRUST BUT VERIFY
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Contact information
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