# MORNINGSTAR RESEARCH SERVICES LLC

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

## Registration

- CRD: 285164
- Type: SEC-registered investment adviser
- SEC file number: 801-108623
- Location: 22 WEST WASHINGTON STREET, CHICAGO, IL, 60602
- Phone: (312) 696-6000
- Latest filing: 2025-03-26
- Clients: 129

## Business model

- Compensation: Fixed, Other
- Clients served: Charities, Other

## Officers, owners & control persons (19)

| Name | Role | Location |
| --- | --- | --- |
| [Joseph Daniel Mansueto](https://search.stillhousedata.com/person/709502) | SHAREHOLDER | — |
| [Daniel Patrick Rohr](https://search.stillhousedata.com/person/709503) | HEAD OF GLOBAL EQUITY RESEARCH | — |
| [Kelly James Christensen](https://search.stillhousedata.com/person/709504) | DIRECTOR | — |
| [Brittany Fortier Smith](https://search.stillhousedata.com/person/709505) | CHIEF COMPLIANCE OFFICER & SECRETARY | — |
| [Laura Pavlenko Lutton](https://search.stillhousedata.com/person/709506) | GLOBAL HEAD OF MANAGER RESEARCH | — |
| [SCHILLING DONALD SCOTT](https://search.stillhousedata.com/person/727792) | CHIEF COMPLIANCE OFFICER AND CORPORATE SECRETARY | — |
| [MANSUETO JOSEPH DANIEL](https://search.stillhousedata.com/person/728444) | SHAREHOLDER | — |
| [LOFTUS LORI ANN](https://search.stillhousedata.com/person/748464) | CHIEF COMPLIANCE OFFICER & SECRETARY | — |
| [PTAK JEFFREY BARRY](https://search.stillhousedata.com/person/793461) | HEAD OF MANAGER RESEARCH | — |
| [COLLINS SANDRA ELIZABETH](https://search.stillhousedata.com/person/812415) | HEAD OF EQUITY RESEARCH | — |
| [Holt Michael John](https://search.stillhousedata.com/person/840037) | CO-PRESIDENT; HEAD OF EQUITY RESEARCH; PRESIDENT | — |
| [Kelly Haywood Burton](https://search.stillhousedata.com/person/840038) | CO-PRESIDENT; PRESIDENT | — |
| [DeMoss Marc](https://search.stillhousedata.com/person/850331) | CO-PRESIDENT | — |
| [Rohr Daniel Patrick](https://search.stillhousedata.com/person/855971) | HEAD OF GLOBAL EQUITY RESEARCH | — |
| [Davidson Lee Hunter](https://search.stillhousedata.com/person/863643) | HEAD OF MANAGER AND QUANTITATIVE RESEARCH | — |
| [Christensen Kelly James](https://search.stillhousedata.com/person/873153) | DIRECTOR | — |
| [Kemp Daniel](https://search.stillhousedata.com/person/877546) | CHIEF RESEARCH AND INVESTMENT OFFICER | — |
| [Smith Brittany Fortier](https://search.stillhousedata.com/person/880604) | INTERIM CHIEF COMPLIANCE OFFICER & SECRETARY | — |
| [Lutton Laura Pavlenko](https://search.stillhousedata.com/person/885267) | GLOBAL HEAD OF MANAGER RESEARCH | — |


## Branch offices (32)

_Showing 15 of 32 offices._

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 312-244-7150 |
| — | — | 1 | 312-384-5506 |
| — | — | 1 | 312-696-6210 |
| — | — | 1 | 312-696-6301 |
| — | — | 1 | 312-384-3829 |
| — | — | 1 | 312-696-6278 |
| — | — | 1 | 541-362-6577 |
| — | — | 1 | 512-694-7804 |
| — | — | 1 | 312-244-7891 |
| — | — | 1 | 203-344-2323 |
| — | — | 1 | 312-244-7318 |
| — | — | 1 | 414-617-5263 |
| — | — | 1 | 312-384-4094 |
| — | — | 1 | 734-395-5168 |
| — | — | 1 | 312-696-6433 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/285164/brochure
- Similar advisers: https://search.stillhousedata.com/firm/285164/similar
- Related entities: https://search.stillhousedata.com/firm/285164/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/285164

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.