David Trevor Rix
Investment adviser representative at Morningstar Investment Management LLC
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Morningstar Investment Management LLCOct 2022 to now
- SnowbirdNov 2017 to now
- Capfinancial Partners LLC (captrust)Apr 2020 to Oct 2022
- Capfinancial Securities LLCApr 2020 to Oct 2022
- J.P. Morgan Securities, LLCJun 2019 to Aug 2019
- JPMorgan Chase Bank, N.A.Jun 2019 to Aug 2019
- Valic Financial Advisors, Inc.Apr 2017 to Oct 2017
- Variable Annuity Life Ins CoApr 2017 to Oct 2017
- UnemployedFeb 2017 to Mar 2017
- Transamerica/diversified Investors Securities CorpJan 2013 to Jan 2017
- Transamerica Investors Securities Corporation/diversified InvestJan 2013 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 2293790
- Firm CRD
- 108031