MORNINGSTAR RESEARCH SERVICES LLC

MORNINGSTAR RESEARCH SERVICES LLC of CHICAGO, IL is an SEC-registered investment adviser (CRD 285164).

Registration

Business model

Compensation: Fixed, Other.

Clients served: Charities, Other.

Officers, owners & control persons (19)

NameRoleLocation
Joseph Daniel MansuetoSHAREHOLDER
Daniel Patrick RohrHEAD OF GLOBAL EQUITY RESEARCH
Kelly James ChristensenDIRECTOR
Brittany Fortier SmithCHIEF COMPLIANCE OFFICER & SECRETARY
Laura Pavlenko LuttonGLOBAL HEAD OF MANAGER RESEARCH
SCHILLING DONALD SCOTTCHIEF COMPLIANCE OFFICER AND CORPORATE SECRETARY
MANSUETO JOSEPH DANIELSHAREHOLDER
LOFTUS LORI ANNCHIEF COMPLIANCE OFFICER & SECRETARY
PTAK JEFFREY BARRYHEAD OF MANAGER RESEARCH
COLLINS SANDRA ELIZABETHHEAD OF EQUITY RESEARCH
Holt Michael JohnCO-PRESIDENT; HEAD OF EQUITY RESEARCH; PRESIDENT
Kelly Haywood BurtonCO-PRESIDENT; PRESIDENT
DeMoss MarcCO-PRESIDENT
Rohr Daniel PatrickHEAD OF GLOBAL EQUITY RESEARCH
Davidson Lee HunterHEAD OF MANAGER AND QUANTITATIVE RESEARCH
Christensen Kelly JamesDIRECTOR
Kemp DanielCHIEF RESEARCH AND INVESTMENT OFFICER
Smith Brittany FortierINTERIM CHIEF COMPLIANCE OFFICER & SECRETARY
Lutton Laura PavlenkoGLOBAL HEAD OF MANAGER RESEARCH

Branch offices (32)

Showing 15 of 32 offices.

CityStateEmployeesPhone
1312-244-7150
1312-384-5506
1312-696-6210
1312-696-6301
1312-384-3829
1312-696-6278
1541-362-6577
1512-694-7804
1312-244-7891
1203-344-2323
1312-244-7318
1414-617-5263
1312-384-4094
1734-395-5168
1312-696-6433

More on this firm