Chelsea
Carbonel

Dimensional Fund Advisors Lp

CRD#6090480
Investment Advisor
in Austin, TX

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About this Advisor

Chelsea Carbonel is a chartered financial analyst working out of Austin, Texas, who has 10 years of work experience. Carbonel is an advisor for Dimensional Fund Advisors Lp. Over the course of their career, Carbonel has held roles at Dimensional Fund Advisors, Morgan Stanley Smith Barney, Everbank, Evergreen Commercial Realty, Re/Max Estate Properties and University Of Texas At Austin. Carbonel maintains a Series 63 license, designating them as a securities agent, and can operate in Texas. Dimensional Fund Advisors Lp is a firm based out of Austin, Texas. The firm has offices in two locations and a total of 1,050 people on staff. It has $663 billion in total assets among its 462 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves nine charitable organizations. Of its 462 accounts, just 5% belong to high-net-worth investors who have more than $1 million in investable assets. Dimensional Fund Advisors Lp has a broad range of services, such as 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 financial services. However, fee types billed by Dimensional Fund Advisors Lp may include some blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, 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

6300 Bee Cave Road Building One
Austin, TX 78746

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Dimensional Fund Advisors Lp Brokerage Details

Total Assets Under Management

$662,625,984,072

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

1,050

TX Average: 49
Total Number of Accounts

462

TX Average: 2,315
Average Account Size

$1,434,255,377

TX 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

Chelsea Carbonel Work History

Chelsea has 10 years of experience.

2013 - Present (7 years)

Dimensional Fund Advisors

2012 - 2012 (< 1 year)

Morgan Stanley Smith Barney

2012 - 2012 (< 1 year)

Everbank

2012 - 2013 (1 year)

University Of Texas At Austin

2011 - 2011 (< 1 year)

Evergreen Commercial Realty

2011 - 2012 (1 year)

University Of Texas At Austin

2010 - 2010 (< 1 year)

Re/Max Estate Properties

2010 - 2011 (1 year)

University Of Texas At Austin

Disclosures

Chelsea Carbonel has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Dimensional Fund Advisors Lp

Weideng He
Austin, TX
Johnathon Dekinder
Austin, TX
Colin Allen
Santa Monica, CA
Wei Dai
Austin, TX
Rose Cooke
Austin, TX
Angella Welcome
Austin, TX
Erin Searl
Austin, TX
Lauren Olson
Charlotte, NC

This content was compiled from the SEC and FINRA.

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