Nathan
Pratt

Dimensional Fund Advisors Lp

CRD#6175931
Investment Advisor
in Charlotte, NC
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About this Advisor

Nathan Pratt is a chartered financial analyst operating in Charlotte, North Carolina, who has been in the industry for 10 years. Pratt is currently employed by Dimensional Fund Advisors Lp. During their career, the advisor has held roles at Musician/Self-Employed, Dimensional Fund Advisors, Strategic Investment Solutions and Sjcera. Pratt holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas. Dimensional Fund Advisors Lp is a financial advisory business operating in Charlotte, North Carolina. It has offices in two locations and a total of 863 financial advisors. It manages $637 billion in total assets between its 465 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises nine charities and foundations. Of its 465 customer accounts, just 6% are associated with high-net-worth clients who have greater than $1 million in assets. Dimensional Fund Advisors Lp performs a broad range 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 for financial advice usually are based on which service is provided. However, fee types charged by Dimensional Fund Advisors Lp likely include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years of Experience

10 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

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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

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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

Nathan Pratt Work History

Nathan has 10 years of experience.

2015 - Present (4 years)

Dimensional Fund Advisors

2011 - 2015 (4 years)

Strategic Investment Solutions

2010 - 2010 (< 1 year)

Sjcera

2008 - 2010 (2 years)

Musician/Self-Employed

Disclosures

Nathan Pratt has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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