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RIA / WealthAdvisor13 years in industry

Timothy John Bottomly

Advisor at MORNINGSTAR INVESTMENT MANAGEMENT LLC

COHASSET, MA | CHICAGO, IL

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Search this name across graphsid dfx:ria:a83d85e4-3e44-edfd-506d-b9a869f9cf16

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Oct 22, 2013 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Sep 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Oct 21, 2013
First registration: Oct 22, 2013
Dual registered: no
IAPD individual key: 4842348

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MORNINGSTAR INVESTMENT MANAGEMENT LLC	Mixed wealth	May 30, 2025	n/a	yes	CHICAGO, IL\|COHASSET, MA	Current employment
MORNINGSTAR INVESTMENT SERVICES LLC	Former SEC adviser	May 29, 2024	Jun 16, 2025	no	CHICAGO, IL\|CHICAGO, IL\|CHICAGO, IL\|Cohasset, MA	Previous registration
ORION PORTFOLIO SOLUTIONS, LLC	Former SEC adviser	Nov 18, 2021	Sep 1, 2022	no	OMAHA, NE\|Cohasset, MA	Previous registration
BLACKROCK INVESTMENT MANAGEMENT, LLC	Asset manager	Nov 20, 2019	Dec 1, 2020	no	Boston, MA\|PRINCETON, NJ	Previous registration
STADION MONEY MANAGEMENT, LLC	Independent wealth	Oct 24, 2017	Nov 23, 2020	no	Cohasset, MA\|WATKINSVILLE, GA	Previous registration
BEAUMONT FINANCIAL PARTNERS LLC	Former SEC adviser	Oct 22, 2013	Aug 18, 2017	no	NEEDHAM, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MORNINGSTAR INVESTMENT SERVICES LLC	MORNINGSTAR INVESTMENT MANAGEMENT LLC	Jun 16, 2025	May 30, 2025	-17	Firm change	RIA to RIA
ORION PORTFOLIO SOLUTIONS, LLC	MORNINGSTAR INVESTMENT SERVICES LLC	Sep 1, 2022	May 29, 2024	636	Firm change after gap	RIA to RIA
BLACKROCK INVESTMENT MANAGEMENT, LLC	ORION PORTFOLIO SOLUTIONS, LLC	Dec 1, 2020	Nov 18, 2021	352	Firm change	Other
STADION MONEY MANAGEMENT, LLC	BLACKROCK INVESTMENT MANAGEMENT, LLC	Nov 23, 2020	Nov 20, 2019	-369	Firm change after gap	Other
BEAUMONT FINANCIAL PARTNERS LLC	STADION MONEY MANAGEMENT, LLC	Aug 18, 2017	Oct 24, 2017	67	Firm change	Other

Relationships

Registered with (6)

→ MORNINGSTAR INVESTMENT MANAGEMENT LLCRegistered adviserregistration: current employment
May 30, 2025 to presentfactForm ADV
→ MORNINGSTAR INVESTMENT SERVICES LLCRegistered adviserregistration: previous registration
May 29, 2024 to Jun 16, 2025factForm ADV
→ ORION PORTFOLIO SOLUTIONS, LLCRegistered adviserregistration: previous registration
Nov 18, 2021 to Sep 1, 2022factForm ADV
→ BLACKROCK INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Nov 20, 2019 to Dec 1, 2020factForm ADV
→ STADION MONEY MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 24, 2017 to Nov 23, 2020factForm ADV
→ BEAUMONT FINANCIAL PARTNERS LLCRegistered adviserregistration: previous registration
Oct 22, 2013 to Aug 18, 2017factForm ADV

Dated events

Occurred
Jun 16, 2025
Advisor changed firm
Timothy John Bottomly left Morningstar Investment Services Llc for Morningstar Investment Management Llc (registered 2025-05-30)
Form ADVobserved 4 days ago
Occurred
Sep 1, 2022
Advisor changed firm
Timothy John Bottomly left Orion Portfolio Solutions, Llc for Morningstar Investment Services Llc (registered 2024-05-29)
Form ADVobserved 4 days ago