linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Peter John Dugery

Morningstar Investment Management LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Peter? Claim Your Profile

About Peter John Dugery

Peter Dugery is a financial advisor who has been active in the industry since 2001. Currently, Peter is registered with Morningstar Investment Management LLC in both Illinois and Pennsylvania. Peter has worked with Morningstar Investment Services, Inc. since 2001 and joined Morningstar Investment Management LLC in 2022. Peter offers a variety of services including portfolio management for businesses and individuals, portfolio management for investment companies, and portfolio management for pooled investment vehicles.

Firm Information

Peter Dugery 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.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

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

check

percentage of assets

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

check

other

Technology licensing fees, percentage of assets under advisement

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Peter Dugery’s Registration & Firm History

IL

01/31/2022 - Present

Morningstar Investment Management LLC (CHICAGO IL)

PA

04/02/2001 - 10/12/2001

INVESTOR FORCE SECURITIES, INC. (WAYNE PA)

Not sure if Peter John Dugery is right for you?

Licenses & Designations

IA

Issued 09/23/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/15/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/04/2010

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/30/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter John Dugery.
Not sure if Peter John Dugery is right for you?