Morgan Antonette Atwell
Investment Adviser Representative at Cherry Creek Family Offices
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Morgan Antonette Atwell is an investment adviser representative with Cherry Creek Family Offices in Denver, CO, where they have been registered since 2026. They have worked in the securities industry since 2024 and were previously registered with KKR Capital Markets LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in California, Colorado, Illinois, New York, North Carolina, and Texas.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Colorado, Illinois, New York, North Carolina, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- JK Mullen High SchoolAug 2015 – Aug 2019Denver, CO
- University of Notre DameAug 2019 – May 2023Notre Dame, IN
- Kohlberg Kravis Roberts & Co. L.P.Jul 2023 – Mar 2025New York, NY
- KKR Capital Markets LLCJul 2023 – Mar 2025New York, NY
- Cherry Creek Family OfficesMar 2025 – no end date reportedDenver, CO
Official records & sources
Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Cherry Creek Family Offices
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment and portfolio management, as well as family office services
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 7
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Denver, CO
- SEC file number:
- 801-72210
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 24, 2026
View full firm profileOther advisors at Cherry Creek Family Offices
6 other advisors in the directory
Similar advisors in Denver, CO
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Morgan Antonette Atwell has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched