Christopher Edward Fitzgerald

Employer firm

Morningstar Investment Management LLC CRD 108031

$87.8B regulatory AUM 1,866,524 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2010 → 07/2021
  Nuveen Investments
  Chicago, IL
• 09/2011 → 07/2021
  Nuveen Asset Management, Llc
  Chicago, IL
• 05/2022 → Present
  Morningstar Investment Management Llc
  Chicago, IL
• 08/2021 → 04/2022
  Unemployed
  Geneva, IL

Previous Registrations

• 2023-06-16 → 2025-06-16
  Morningstar Investment Services Llc
  Chicago, IL
  Chicago, IL
• 2011-09-01 → 2021-10-01
  Nuveen Asset Management, Llc
  Chicago, IL
• 2010-06-21 → 2011-09-01
  Nuveen Fund Advisors, Llc
  Chicago, IL
• 1999-09-15 → 2003-01-09
  Strong Capital Management Inc
  Menomonee Falls, WI

Exams

• S66 Uniform Combined State Law Examination
  2010-10-15
• S65 Uniform Investment Adviser Law Examination
  1999-09-10
• S63 Uniform Securities Agent State Law Examination
  1993-03-23