Robert William Morrison
Investment adviser representative at Downing Street Wealth Management LLC
17 yearsExperience
2 statesRegistered in
$175.6MFirm assets
1 yearFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Downing Street Wealth Management, LLCMay 2010 to now
- Self EmployedAug 2009 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Downing Street Wealth Management LLC
$175.6MAssets managed
150Clients
2Advisers
1 yearIn 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
- 5756962
- Firm CRD
- 152983