Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
592,301 clients
Average Client Portfolio
$129K average
Assets Under Management
$76.6B

Fee Structure

Financial Planning:Investment management only
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Location

Kensington, NH

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Morningstar Investment Management LLC
May 2025 - Present · 9 mos
Previous Registrations
Morningstar Investment Services LLC
November 2024 - June 2025 · 7 mos
Morningstar Investment Services LLCBroker
June 2024 - June 2025 · 1 yr
Putnam Investment Management, LLC
April 2017 - January 2024 · 6 yrs 9 mos
Putnam Retail Management Limited PartnershipBroker
December 2013 - January 2024 · 10 yrs 1 mo
State Registrations2 states
ILNH
Advisor
Exams
No exam information available for this advisor.