Mitchell
Schorr

Dimensional Fund Advisors Lp

CRD#4511643
Investment Advisor
in Charlotte, NC
Are you Mitchell Schorr? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Mitchell Schorr is an investment advisor located in Charlotte, North Carolina. Currently an advisor with Dimensional Fund Advisors Lp, Schorr has 12 years of professional experience as a financial advisor. Schorr has a Series 66 license, which designates them as both a securities agent and an investment advisor representative. Schorr is able to serve customers based out of Texas. Over the course of their career, Schorr has held roles at Morgan Stanley & Co. Inc, E. S. Barr & Company, Vanguard Marketing Corporation and Dimensional Fund Advisors. Dimensional Fund Advisors Lp is headquartered in Charlotte, North Carolina, and operates out of two other locations in the nation. As a company, Dimensional Fund Advisors Lp oversees $637 billion in assets dispersed across 465 accounts and employs more than 863 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 6% of the advisor firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Dimensional Fund Advisors Lp provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. The firm may charge clients asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years of Experience

12 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 Suite 2200/2300
Charlotte, NC 28202

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Dimensional Fund Advisors Lp Brokerage Details

Total Assets Under Management

$569,308,518,012

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

1,001

NC Average: 49
Total Number of Accounts

468

NC Average: 2,315
Average Account Size

$1,216,471,192

NC Average: $1,314,358

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Mitchell Schorr Work History

Mitchell has 12 years of experience.

2014 - Present (5 years)

Dimensional Fund Advisors

2011 - 2014 (3 years)

Vanguard Marketing Corporation

2010 - 2011 (1 years)

E. S. Barr & Company

2006 - 2010 (4 years)

Morgan Stanley & Co. Inc

Disclosures

Mitchell Schorr has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started