Lucille Elinor Satterwhite

Employer firm

Cx Institutional, LLC CRD 292627

$4.46B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2019 → 09/2019
  Fidelity Brokerage Services Llc
  Naperville, IL
• 06/2017 → 09/2019
  Baptist Church Loan Corporation
  Dallas, TX
• 08/2013 → 05/2017
  Baylor University
  Waco, TX
• 10/2019 → 07/2021
  Morgan Stanley
  Dallas, TX
• 07/2021 → 08/2025
  Cd Wealth Management
  Addison, TX
• 09/2025 → Present
  Cx Institutional
  Plano, TX

Previous Registrations

• 2021-07-13 → 2025-08-26
  Kestra Advisory Services, Llc
  Dallas, TX
  Austin, TX
• 2019-10-17 → 2021-07-06
  Morgan Stanley
  Dallas, TX
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2019-06-19
• S63 Uniform Securities Agent State Law Examination
  2019-03-23

Designations

• Certified Financial Planner

Other Names

• Lucy Thompson
• Lucille Elinor Thompson