Unclaimed Profile

Duncan Nmn Morton

SUMMIT CREEK CAPITAL LLC·KETCHUM, Idaho

Series 3, Series 7, Series 9, Series 10, Series 63, Series 65Clean record24 years registeredSUMMIT CREEK CAPITAL LLC

360 SUN VALLEY ROAD, KETCHUM, ID 83340-6849CRD# 2372585Firm CRD# 151158

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Duncan Nmn Morton · KETCHUM, ID

Registration

CRD #2372585 · SUMMIT CREEK CAPITAL LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SUMMIT CREEK CAPITAL LLC

INSTITUTE FOR WEALTH ADVISORS, INC.

Mar 2017 – Apr 2019

Ketchum, ID

SOWELL MANAGEMENT SERVICES

Jan 2017 – Feb 2017

Ketchum, ID

CONCERT WEALTH MANAGEMENT

Nov 2012 – Jul 2017

KETCHUM, ID

SUMMIT CREEK CAPITAL LLC

Oct 2009 – Dec 2012

KETCHUM, ID

INTERFUND CAPITAL CORP.

Sep 2007 – Aug 2009

KETCHUM, ID

UBS FINANCIAL SERVICES INC.

Jul 2002 – Sep 2007

KETCHUM, ID

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · July 3, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SUMMIT CREEK CAPITAL LLC

CRD 151158 · SEC 801-71156

AUM

$4M

Regulatory assets under management

Employees

37 client accounts

Services offered by SUMMIT CREEK CAPITAL LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at SUMMIT CREEK CAPITAL LLC →

Introduction

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Frequently Asked Questions

What services does Duncan Nmn Morton offer?

Duncan Nmn Morton specializes in Investment Management, Wealth Management.

What are Duncan Nmn Morton's credentials?

Duncan Nmn Morton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Duncan Nmn Morton located?

Duncan Nmn Morton is based in KETCHUM, Idaho, last registered with SUMMIT CREEK CAPITAL LLC.

How does Duncan Nmn Morton charge for services?

Duncan Nmn Morton's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SUMMIT CREEK CAPITAL LLC?

SUMMIT CREEK CAPITAL LLC has approximately 6 employees and manages $4M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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