Murray Alan Cleaner
Investment adviser representative at Morningstar Investment Management LLC
15 yearsExperience
2 statesRegistered in
$87.8BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Morningstar Investment Management LLCApr 2023 to now
- UnemployedDec 2022 to Mar 2023
- MML Distributors, LLCJan 2021 to Dec 2022
- MassmutualDec 2020 to Dec 2022
- Lord, Abbett & Co.Jun 2018 to Dec 2020
- UnemployedFeb 2018 to May 2018
- MFS Fund Distributors, Inc.Dec 2011 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1993
State registrations
Registered as an investment adviser representative in 2 states (CA, IL).
Morningstar Investment Management LLC
$87.8BAssets managed
515,981Clients
25Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1672165
- Firm CRD
- 108031