Morningstar Research Services LLC
CRD 285164SEC# 801-108623Chicago, IL
No longer SEC-registered. Morningstar Research Services LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
—
Employees
129
Accounts
—
Location
Chicago, IL
Morningstar Research Services LLC assets under management
Morningstar Research Services LLC is an SEC-registered investment adviser based in Chicago, IL. It employs 129 people.
Morningstar Research Services LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brittany Fortier Smith Control | Chief Compliance Officer & Secretary | Under 5% | 2023 |
| Daniel Patrick Rohr Control | Head Of Global Equity Research | Under 5% | 2019 |
| Kelly James Christensen Control | Director | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How many employees does Morningstar Research Services LLC have?
Morningstar Research Services LLC reports 129 employees.
Where is Morningstar Research Services LLC located?
Morningstar Research Services LLC is based in Chicago, IL.
Does Morningstar Research Services LLC disclose fund performance?
Morningstar Research Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 22 West Washington Street, Chicago, IL 60602 |
| Office hours | 9:00a.m. To 5:00p.m. Central |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 6%
More than 94% of 16,825 advisers