TrueAdvisor
TrueAdvisor
CF
CF

Christopher Edward Fitzgerald

Morningstar Investment Management LLC
30 Years of Experience
View SEC Summary
View SEC Summary
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

22 West Washington Street, Chicago, IL, 60602

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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.

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Employment History
Current Registrations
Morningstar Investment Management LLC
June 2023 - Present · 2 yrs 8 mos
Previous Registrations
Morningstar Investment Services LLCBroker
September 2023 - June 2025 · 1 yr 9 mos
Morningstar Investment Services LLC
June 2023 - June 2025 · 2 yrs
Nuveen Asset Management, LLC
September 2011 - October 2021 · 10 yrs 1 mo
Nuveen Securities, LLCBroker
June 2010 - July 2021 · 11 yrs 1 mo
Nuveen Fund Advisors, INC.
June 2010 - September 2011 · 1 yr 3 mos
Invesco Distributors, INC.Broker
June 2010 - June 2010 · 0 mos
Van Kampen Funds INC.Broker
April 2007 - June 2010 · 3 yrs 2 mos
Nationwide Investment Services CorporationBroker
April 2003 - March 2007 · 3 yrs 11 mos
Strong Capital Management INC
September 1999 - January 2003 · 3 yrs 4 mos
Strong Investments, INC.Broker
March 1993 - January 2003 · 9 yrs 10 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.