Trace
Williams

Dimensional Fund Advisors Lp

CRD#6187516
Investment Advisor
in Charlotte, NC
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About this Advisor

Trace Williams is an investment advisor in Charlotte, North Carolina. Currently an advisor at Dimensional Fund Advisors Lp, they have gathered 11 years of professional experience in the financial advisory industry. Williams maintains a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Williams is able to work with customers in Texas. During their career, Williams has held roles at University Of North Carolina At Chapel Hill, Merrill Lynch, Pierce, Fenner & Smith Inc, Proshare Advisors, Cambridge Associates, Dimensional Fund Advisors and Bank Of America, N.A. Dimensional Fund Advisors Lp is headquartered in Charlotte, North Carolina, and operates out of two other brick-and-mortar locations across 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 places it among the biggest firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 6% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Dimensional Fund Advisors Lp offers 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

11 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 North Tryon St 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

Trace Williams Work History

Trace has 11 years of experience.

2017 - Present (2 years)

Dimensional Fund Advisors

2015 - 2017 (2 years)

Bank Of America, N.A

2013 - 2017 (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2010 - 2013 (3 years)

Proshare Advisors

2009 - 2010 (1 year)

Cambridge Associates

2007 - 2009 (2 years)

University Of North Carolina At Chapel Hill

Disclosures

Trace Williams has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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