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Brian McCarthy

Morningstar Investment Management LLC

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About Brian McCarthy

Brian McCarthy is a registered investment advisor representative with Morningstar Investment Management LLC. Brian is registered with the state of Connecticut and Illinois. Brian has been in the financial industry for over 30 years, having passed the Uniform Securities Agent State Law Examination in 1991 and the Uniform Investment Adviser Law Examination in 2005. Brian has held past positions with Symmetry Partners, LLC, Northern Lights Distributors, LLC, Apella Capital, LLC, Envestnet Retirement Solutions, Buckingham Strategic Wealth, and Mercer. Brian works with a range of clients including individuals, high net worth individuals, insurance companies, investment companies, pension and profit-sharing plans, other investment advisors, and pooled investment vehicles.

Firm Information

Brian McCarthy is currently registered with Morningstar Investment Management LLC. Morningstar Investment Management LLC is a Chicago, IL-based investment advisor managing over $54.7 billion in assets for individuals, pooled investment vehicles, investment companies, and other clients. They offer portfolio management services for businesses, individuals, investment companies, and pooled investment vehicles. They also provide pension consulting and selection of other advisors.
Morningstar Investment Management LLC

22 WEST WASHINGTON STREET

CHICAGO, IL 60602

$54.69B

Assets Under Management

1.71M

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Technology licensing fees, percentage of assets under advisement

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Brian McCarthy’s Registration & Firm History

CT

11/06/2024 - Present

Morningstar Investment Management LLC (Glastonbury CT)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian McCarthy.
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