UBS Financial Services
47yrs
Top 1% by experience in Nashville
8yrs
Max Schankerman
Financial advisor at Morningstar Investment Management
Max Schankerman has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Nashville, Tennessee. After less than a year at Morningstar Investment Services, Max joined Morningstar Investment Management in 2025, a firm offering investment management, private fund management, and retirement plan consulting. Morningstar Investment Management reports being paid through a percentage of assets and flat fees.
One of 1133 advisors with offices in Nashville, and one of 1029 fiduciaries.
At a glance
Experience8 years (since 2019)
How that compares ?8 years in the industry
OfficeNashville, TN
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$76,689
Advisors at the firm25
States licensed ?1 state
Services through Morningstar Investment Management
Investment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jun 2025 – nowMorningstar Investment Management LLCCurrent firm
- Jun 2025 – Jun 2025Morningstar Investment Services LLCPreviously
Contact Max
(312) 696-6000Firm headquarters in Chicago, IL. Ask for Max. Nashville, TNOffice · Get directions LinkedIn pageMorningstar Investment ManagementIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Max
Tailored to Max’s registration and firm.
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Max
How do I contact Max?
Call Morningstar Investment Management at (312) 696-6000 and ask for Max Schankerman. Max works from the Nashville, TN office.
How long has Max been a financial advisor?
Max has been in the industry since 2019, about 8 years. 8 years in the industry.
What licenses does Max hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Max a fiduciary?
Max is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Max paid?
Morningstar Investment Management reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Max for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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