Unclaimed Profile

Peter John Dugery

MORNINGSTAR INVESTMENT SERVICES LLC·CHICAGO, Illinois

SIE, Series 7, Series 24, Series 63, Series 65Clean record24 years registeredMORNINGSTAR INVESTMENT SERVICES LLC

22 WEST WASHINGTON STREET, CHICAGO, IL 60602-1605CRD# 2740986Firm CRD# 112525

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Peter John Dugery · CHICAGO, IL

Registration

CRD #2740986 · MORNINGSTAR INVESTMENT SERVICES LLC · 24 years registered

Brand Profile

Not yet started

Career History

MORNINGSTAR INVESTMENT MANAGEMENT LLC

Jan 2022 – present

MORNINGSTAR INVESTMENT SERVICES LLC

Feb 2002 – Jan 2022

HAVERFORD, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · February 26, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MORNINGSTAR INVESTMENT SERVICES LLC

CRD 112525 · SEC 801-60401

AUM

$12.0B

Regulatory assets under management

Employees

59,686 client accounts

Services offered by MORNINGSTAR INVESTMENT SERVICES LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at MORNINGSTAR INVESTMENT SERVICES LLC →

Introduction

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Frequently Asked Questions

What services does Peter John Dugery offer?

Peter John Dugery specializes in Investment Management, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.

What are Peter John Dugery's credentials?

Peter John Dugery is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter John Dugery located?

Peter John Dugery is based in CHICAGO, Illinois, working with MORNINGSTAR INVESTMENT SERVICES LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Peter John Dugery charge for services?

Peter John Dugery's firm is compensated through percentage of aum, subscription fees, other: aua. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MORNINGSTAR INVESTMENT SERVICES LLC?

MORNINGSTAR INVESTMENT SERVICES LLC has approximately 69 employees and manages $12.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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