Murray Alan Cleaner

Morningstar Investment Management LLC

32 Years of Experience

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Areas of Practice

Investment Management

Morningstar Investment Management LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

30 advisors

Number of Clients

592,301 clients

Average Client Portfolio

$129K average

Assets Under Management

$76.6B

Fee Structure

Financial Planning:Investment management only

Location

Rocklin, CA

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Morningstar Investment Management LLC

August 2023 - Present · 2 yrs 6 mos

Previous Registrations

Morningstar Investment Services LLCBroker

August 2023 - June 2025 · 1 yr 10 mos

MML Distributors, LLCBroker

January 2021 - December 2022 · 1 yr 11 mos

Lord Abbett Distributor LLCBroker

July 2018 - December 2020 · 2 yrs 5 mos

Mfs Fund Distributors, INC.Broker

December 2011 - January 2018 · 6 yrs 1 mo

Fidelity Investments Institutional Services Company, INC.Broker

January 2004 - October 2011 · 7 yrs 9 mos

Franklin/templeton Distributors, INC.Broker

November 1994 - October 2003 · 8 yrs 11 mos

Templeton/franklin Investment Services,inc.Broker

September 1994 - October 1994 · 1 mo

Franklin/templeton Distributors, INC.Broker

June 1993 - September 1994 · 1 yr 3 mos

Franklin Distributors, INC.Broker

May 1988 - May 1990 · 2 yrs

State Registrations2 states

CAIL

Advisor

Exams

No exam information available for this advisor.