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Paul Michael Tait

Morningstar Investment Services LLC

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About Paul Michael Tait

Paul Michael Tait is an active financial advisor with over 7 years of experience in the financial services industry. Paul is currently registered with Morningstar Investment Services LLC, a leading provider of investment research, data, and technology. Prior to joining Morningstar, Paul has also worked with DWS DISTRIBUTORS, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Paul holds the Series 66, Series 7, and SIE licenses and specializes in investment management services for individuals, businesses, and pooled investment vehicles. Paul has extensive experience providing a range of investment services to clients with assets under management ranging from $4,400,000 to $2,610,200,000.

Firm Information

Paul Tait is currently registered with Morningstar Investment Services LLC. Morningstar Investment Services LLC is a Limited Liability Company formed in 2000. Based in Chicago, IL, the firm provides portfolio management services for individuals, businesses, and pooled investment vehicles. It also offers selection of other advisers services. The firm has a strong track record with over 59,686 accounts and more than $11.97 billion in regulatory assets under management. Morningstar Investment Services LLC is registered with the SEC and is licensed to operate in Illinois.
Morningstar Investment Services LLC

22 WEST WASHINGTON STREET

CHICAGO, IL 60602-1605

$11.97B

Assets Under Management

9

Total Clients

45

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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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.

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

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Paul Tait’s Registration & Firm History

IL

09/06/2023 - Present

Morningstar Investment Services LLC (CHICAGO IL)

IL

06/04/2018 - 03/02/2023

DWS DISTRIBUTORS, INC. (CHICAGO IL)

IL

07/22/2016 - 05/09/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROLLING MEADOWS IL)

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Licenses & Designations

BOTH

Issued 08/09/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/22/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Michael Tait.
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