Matthew
Ochoa

Morningstar Investment Services LLC

CRD#5211546
Investment Advisor
in Chicago, IL

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About this Advisor

Matthew Ochoa is a financial advisor based in Chicago, Illinois with 13 years of relevant experience. Ochoa is an advisor for Morningstar Investment Services LLC. They have spent all of their time as a financial advisor at Morningstar Investment Services Llc. Ochoa has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Illinois and Kansas. Morningstar Investment Services LLC is an advisory company that has its headquarters in Chicago, IL. It has offices in eight locations and a total of 31 employees. It manages $11 billion in assets across its 59,512 accounts, making it one of the largest firms in the nation by assets under management. The firm serves eight charitable organizations. Of its 59,512 client accounts, just 2% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Morningstar Investment Services LLC performs a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees largely vary depending on the type of services offered. However, fee types billed by Morningstar Investment Services LLC most likely are comprised of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

13 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

22 W Washington Street
Chicago, IL 60602

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Morningstar Investment Services LLC Brokerage Details

Total Assets Under Management

$10,671,700,000

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

31

IL Average: 44
Total Number of Accounts

59,512

IL Average: 2,564
Average Account Size

$179,320

IL Average: $2,603,165

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Matthew Ochoa Work History

Matthew has been registered as a financial advisor for 13 years.*

2007 - Present (17 years)

Morningstar Investment Services

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Matthew Ochoa 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 Services LLC

James Downing
Chicago, IL
Robert Mccabe
Chicago, IL
Nathaniel Poole
Mill Creek, WA
Sara Buffington
Chicago, IL
Tracy Unger
Chicago, IL
Maxwell Bromley
Chicago, IL
James Ryan
Chicago, IL
Amelia Biney
Chicago, IL

The content in this profile was updated by SmartAsset on 4/16/2023. 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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