Robert Morrison has been Managing Member, Chief Compliance Officer of Downing Street Wealth Management since January 2010, is a control person of the firm and directly owns 75% or more of it.
Downing Street Wealth Management LLC is a Greenwood Village, CO firm with $176M under management, 150 clients and 2 advisers across 2 offices, as of its March 2026 filing.
- – present · 16 yearsGreenwood Village, CO · Adviser representative · Firm CRD 152983
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 May 2010; the most recent is Texas, in January 2012.
- ColoradoSince 18 May 2010
- TexasResidentSince 4 January 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 March 2010 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Robert William Morrison
- CRD
- 5756962
- Firm
- Downing Street Wealth Management · CRD 152983
- Role
- Managing Member, Chief Compliance Officer
- Office
- 6021 S. SYRACUSE WAY, SUITE 312, Greenwood Village, CO 80111
- Registration
- Investment adviser registration
- In the industry since
- May 2010
- Disciplinary history
- Not yet shown here · SEC record
Where does Robert Morrison work?
Robert Morrison has been Managing Member, Chief Compliance Officer of Downing Street Wealth Management LLC since January 2010, and is a control person of the firm.
Is Robert Morrison a financial advisor?
Yes. Robert Morrison has a current investment-adviser registration in Colorado and Texas, through Downing Street Wealth Management since May 2010.
How many years of experience does Robert Morrison have?
Robert Morrison has 16 years in the financial industry, since May 2010, across 1 adviser firm.
What exams has Robert Morrison passed?
Robert Morrison passed the Series 65 in March 2010.
Where is Robert Morrison based?
Robert Morrison’s registered office is in Greenwood Village, CO.
Is Robert Morrison registered with FINRA?
No. Robert Morrison has no current broker registration.
How can I verify Robert Morrison’s record?
Search CRD 5756962 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Morrison’s full registration record.