Barry
Myers

Dimensional Fund Advisors Lp

CRD#2924543
Investment Advisor
in Charlotte, NC
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About this Advisor

Barry Myers is a certified financial planner operating in Charlotte, North Carolina, with a total of 15 years of experience as a financial advisor. Myers is an employee of Dimensional Fund Advisors Lp. Over the course of their career, Myers has held roles at Dimensional Fund Advisors, First Citizens Bank Of Sc and First Citizens Securities. Myers maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Texas. Dimensional Fund Advisors Lp is a financial advisory business that has its headquarters in Charlotte, North Carolina. The investment advisory business has offices in two locations and a total of 863 financial advisors. It has $637 billion in assets across its 465 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves nine charitable organizations. Of its 465 client accounts, just 6% are held by high-net-worth individuals who have more than $1 million in assets. Dimensional Fund Advisors Lp provides a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors usually vary depending on which service is offered. However, fees billed by Dimensional Fund Advisors Lp can include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

15 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

201 N Tryon Street
Charlotte, NC 28202

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Dimensional Fund Advisors Lp Brokerage Details

Total Assets Under Management

$636,627,401,726

NC Average: $3,042,739,679
Total Number of Employees

863

NC Average: 49
Total Number of Accounts

465

NC Average: 2,315
Average Account Size

$1,369,091,187

NC Average: $1,314,358

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Barry Myers Work History

Barry has 15 years of experience.

2015 - Present (4 years)

Dimensional Fund Advisors

2006 - 2015 (9 years)

First Citizens Securities

2003 - 2015 (12 years)

First Citizens Bank Of Sc

Disclosures

Barry Myers has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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