Murray Cleaner (CRD# 1672165) is an Investment Advisor Representative working at Morningstar Investment Management LLC in Rocklin, CA and has over 30 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morningstar Investment Management LLC | Chicago, IL | Apr 2023 - Current | 1 |
| Unemployed | Rocklin, CA | Dec 2022 - Mar 2023 | < 1 |
| Mml Distributors, LLC | Rocklin, CA | Jan 2021 - Dec 2022 | 1 |
| Massmutual | Springfield, MA | Dec 2020 - Dec 2022 | 2 |
| Lord, Abbett & Company | Jersey City, NJ | Jun 2018 - Dec 2020 | 2 |
| Unemployed | Rocklin, CA | Feb 2018 - May 2018 | < 1 |
| Mfs Fund Distributors, Inc. | Boston, MA | Dec 2011 - Jan 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1993 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1993 |
- CA
-
Total Assets Under Management54,693MILLIONS
-
Total Number of Accounts236,964ACCOUNTS
-
Average Account Value$230,808
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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