Bobby Morton, financial advisor Atlanta GA

Bobby Morton

CRD Number: 6550348
Current Firm: Cresset Asset Management, LLC

Bobby Morton (CRD# 6550348) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Atlanta, GA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Cresset Asset Management, LLC Atlanta, GA Oct 2021 - Current < 1
Berman Capital Advisors, LLC Atlanta, GA Mar 2021 - Oct 2021 < 1
Voya Investment Management Altanta, GA Mar 2019 - Mar 2021 2
Army National Guard Sanford, NC Sep 2007 - Sep 2019 12
Redfin Corporation Washington, DC Nov 2016 - Mar 2019 2
Park Avenue Securities, LLC Alpharetta, GA Dec 2018 - Feb 2019 < 1
Guardian Life Insurance Co Of America Alpharetta, GA Nov 2018 - Feb 2019 < 1
Icma-rc Washington, DC Aug 2015 - May 2018 2
Chenega Corporation Alexandria, VA Apr 2015 - Aug 2015 < 1
Omniplex World Services Arlington, VA Jan 2015 - Apr 2015 < 1
Allied Barton Arlington, VA Dec 2013 - Dec 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2015
S65 NASAA Investment Advisors Law Examination Sep 2018
Contact Info for Bobby L. Morton
Phone Number: 312-429-2400
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    13,976
    MILLIONS
  • Total Number of Accounts
    9,363
    ACCOUNTS
  • Average Account Value
    $1,492,730
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, LA, MA, MD, MI, MN, NC, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI

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