TrueAdvisor
TrueAdvisor
PD
PD

Peter John Dugery

Morningstar Investment Management LLC
24 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
January 2022 - Present · 4 yrs 1 mo
Previous Registrations
Morningstar Investment Services LLCBroker
April 2002 - June 2025 · 23 yrs 2 mos
Morningstar Investment Services LLC
February 2002 - January 2022 · 19 yrs 11 mos
Investor Force Securities, INC.Broker
April 2001 - October 2001 · 6 mos
State Registrations2 states
ILPA
Advisor
Exams
No exam information available for this advisor.