Lucille Elinor Satterwhite
Investment adviser representative at Cx Institutional, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Cx Institutional, LLCSep 2025 to now
- Cd Wealth ManagementJul 2021 to Aug 2025
- Morgan StanleyOct 2019 to Jul 2021
- Fidelity Brokerage Services LLCSep 2019 to Sep 2019
- Baptist Church Loan CorporationJun 2017 to Sep 2019
- Baylor UniversityAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (TX).
Cx Institutional, LLC
$4.5BAssets managed
4,560Clients
80Advisers
8 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
- 7027574
- Firm CRD
- 292627