Sean David Castle
Investment adviser representative at Cherry Creek Investment Advisors Inc
31 yearsExperience
2 statesRegistered in
$351.9MFirm assets
32 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
31 years in the industry.
- Cherry Creek Investment Advisors, Inc.Jan 1995 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Cherry Creek Investment Advisors Inc
$351.9MAssets managed
382Clients
2Advisers
32 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2331979
- Firm CRD
- 107426