Edward Joseph Reynolds

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

• 04/2021 → 04/2022
  Morningstar Investment Management Llc
  Chicago, IL
• 04/2022 → 05/2023
  Morningstar Research Services Llc
  Chicago, IL
• 06/2023 → Present
  Morningstar Investment Services Llc
  Chicago, IL
• 06/2020 → 03/2021
  Unemployed
  Glenview, IL
• 08/2016 → 05/2020
  Ithaca College
  Ithaca, NY

Previous Registrations

• 2023-11-17 → 2025-06-16
  Morningstar Investment Services Llc
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-11-17

Other Names

• Edward Reynolds
• Ej Reynolds