Robert Morrison has been Principal/Chief Compliance Officer of Rock Creek Wealth Management since December 2019, is a control person of the firm and directly owns between 50% and 75% of it. Robert Morrison holds a B.S. in Business Administration from Central Washington University.
Rock Creek Wealth Management, LLC is a Hillsboro, OR firm with $101M under management, 241 clients and 3 advisers in one office, as of its March 2026 filing.
Bob Morrison is Co-Founder and Senior Wealth Advisor of Rock Creek Wealth Management. Morrison began in finance in 2007 as an admin at an Edward Jones office and became a licensed financial advisor with Edward Jones in 2008. Morrison worked at Pacific Capital Resource Group from 2011 to 2015, launched a practice under the Rock Creek Wealth Management name in 2015, and in 2025 co-founded Rock Creek Wealth Management, LLC with Kyle Parsons.
Robert Morrison’s longest registration was 8 years at Cross Financial Advisors (2017–2026). Before joining Rock Creek Wealth Management in 2026, Robert Morrison was registered through Cross Financial Advisors and LPL Financial LLC.
- Rock Creek Wealth ManagementCurrent– present · under a yearHillsboro, OR · Adviser representative · Firm CRD 336666
- Cross Financial Advisors– · 8 yearsBeaverton, OR · Adviser representative · Firm CRD 287686
- LPL Financial LLC– · 2 yearsFort Mill, SC · Adviser representative · Firm CRD 6413
- Hornor, Townsend & Kent, Inc.– · 3 yearsLake Oswego, OR · Adviser representative · Firm CRD 4031
- Edward Jones– · 2 yearsHillsboro, OR · Adviser representative · Firm CRD 250
Professional designations
Listed by Rock Creek Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Robert Morrison is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from February 2026; the most recent is Texas, in April 2026.
- OregonSince 18 February 2026
- TexasResidentSince 7 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 28 August 2008 |
| Series 7 | General Securities Representative Examination | 14 August 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert Randall Morrison
- CRD
- 5419627
- Firm
- Rock Creek Wealth Management · CRD 336666
- Role
- Principal/Chief Compliance Officer
- Office
- 1915 NE STUCKI AVENUE, STE 308, Hillsboro, OR 97006
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 2008
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- rockcreekwm.com
Where does Robert Morrison work?
Robert Morrison has been Principal/Chief Compliance Officer of Rock Creek Wealth Management, LLC since December 2019, and is a control person of the firm.
Is Robert Morrison a financial advisor?
Yes. Robert Morrison has a current investment-adviser registration in Oregon and Texas, through Rock Creek Wealth Management since February 2026.
How many years of experience does Robert Morrison have?
Robert Morrison has 18 years in the financial industry, since October 2008, across 5 adviser firms.
What exams has Robert Morrison passed?
Robert Morrison has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2008. FINRA credited Robert Morrison with the SIE, which began in October 2018.
Where did Robert Morrison work before Rock Creek Wealth Management?
Before Rock Creek Wealth Management, Robert Morrison was registered through LPL Financial LLC, May 2015 to December 2017; Hornor, Townsend & Kent, Inc., October 2011 to May 2015; Edward Jones, September 2008 to September 2011.
Where is Robert Morrison based?
Robert Morrison’s registered office is in Hillsboro, OR.
Is Robert Morrison registered with FINRA?
Yes. Robert Morrison has a current broker registration, under CRD 5419627.
Source: FINRA BrokerCheck
Is Robert Morrison a CFP?
Rock Creek Wealth Management lists Robert Morrison with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Robert Morrison’s record?
Search CRD 5419627 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Robert Morrison’s full registration record.
