This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

MORNINGSTAR INVESTMENT MANAGEMENT LLC

Current firm class

mixed wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Nov 1, 2001earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

5derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S63

First exam

Jun 22, 2015

First registration

Jul 21, 2020

Dual registered

no

Other names

Fran Anello|FRAN A ANELLO

IAPD individual key

4483053

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3d582517-3849-e23b-782f-b93d1a826dc1

First observed

Jul 21, 2020

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.