Robert Emmet Mccabe
Investment adviser representative at Morningstar Investment Management LLC
11 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
11 years in the industry.
- Morningstar Investment Management LLCMay 2025 to now
- Morningstar Investment Services LLCNov 2020 to now
- Northwestern Mutual Investment Services LLCDec 2018 to Nov 2020
- Northwestern Mutual Life Insurance CompanyMay 2018 to Nov 2020
- Eden LoungeMay 2016 to Feb 2018
- StudentJan 2015 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (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
- 6943285
- Firm CRD
- 108031