Christopher
Fitzgerald

Morningstar Investment Management LLC

CRD#2314817
Investment Advisor
in Chicago, IL

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About this Advisor

Christopher Fitzgerald is a financial advisor based in Chicago, Illinois, working with Morningstar Investment Management LLC. Christopher has previously held positions at Nuveen Investments, Nuveen Asset Management, LLC, and Morningstar Investment Management LLC. Christopher has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Illinois. Currently, Christopher is part of Morningstar Investment Management LLC, which operates out of Chicago, Illinois. The firm has 25 offices and 373 employees. The firm manages assets totaling $54.7 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Morningstar Investment Management LLC includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

22 West Washington Street
Chicago, IL 60602

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Morningstar Investment Management LLC Brokerage Details

Total Assets Under Management

$54,693,200,000

IL Average: $6,674,516,078
Total Number of Employees

373

IL Average: 44
Total Number of Accounts

236,964

IL Average: 2,564
Average Account Size

$230,808

IL Average: $2,603,165

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Christopher Fitzgerald Work History

2022 - Present (2 years)

Morningstar Investment Management LLC

2011 - 2021 (10 years)

Nuveen Asset Management, LLC

2010 - 2021 (11 years)

Nuveen Investments

Disclosures

Please visit the SEC profile of Christopher Fitzgerald to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Morningstar Investment Management LLC

Hannah Ritchie
Chicago, IL
David Rix
Centerville, UT
Katherine Kingsbury
Chicago, IL
Trevor Santoro
Chicago, IL
Murray Cleaner
Rocklin, CA
Andrew Hudson
Chicago, IL
Risa Lamontagne
St. Augustine, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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