Ryan
Ennis

Dimensional Fund Advisors Lp

CRD#6112587
Investment Advisor
in Charlotte, NC
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About this Advisor

Ryan Ennis is a chartered financial analyst who works in Charlotte, North Carolina, who has been in the advisory business for 15 years. Ennis works at Dimensional Fund Advisors Lp. Throughout their career, Ennis has worked at Northern Trust Bank, J P Chase Morgan, Northern Trust Securities Inc and Dimensional Fund Advisors. Ennis has a Series 63 license, which qualifies them as a securities broker, and can work in Texas. Dimensional Fund Advisors Lp is a registered investment business that has its headquarters in Charlotte, North Carolina. It has offices in two locations and a total of 863 people on staff. It controls $637 billion in assets under management among its 465 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves nine charitable organizations. Of its 465 accounts, just 6% belong to high-net-worth clients who have greater than $1 million in assets. The advisory firm has 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. Financial management fees typically depend on the services offered. Fees charged by Dimensional Fund Advisors Lp can include any blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

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 Suite 2200/2300
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

Ryan Ennis Work History

Ryan has 15 years of experience.

2015 - Present (4 years)

Dimensional Fund Advisors

2012 - 2015 (3 years)

Northern Trust Securities Inc

2010 - 2015 (5 years)

Northern Trust Bank

2003 - 2010 (7 years)

J P Chase Morgan

Disclosures

Ryan Ennis has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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