Morgan Antonette Atwell
Investment adviser representative at Cherry Creek Family Offices
11 yearsExperience
6 statesRegistered in
$2BFirm assets
15 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.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Cherry Creek Family OfficesMar 2025 to now
- Kkr Capital Markets LLCJul 2023 to Mar 2025
- Kohlberg Kravis Roberts & Co. L.P.Jul 2023 to Mar 2025
- University of Notre DameAug 2019 to May 2023
- Jk Mullen High SchoolAug 2015 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 6 states (CA, CO, IL, NC, NY, TX).
Cherry Creek Family Offices
Legal name: Cherry Creek Family Offices, LLC
$2BAssets managed
26Clients
6Advisers
15 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
- 7784841
- Firm CRD
- 156310