Erin
Searl
Dimensional Fund Advisors Lp
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About this Advisor
Erin Searl is a financial advisor operating in Charlotte, North Carolina, with 6 years of industry experience. Searl is an advisor for Dimensional Fund Advisors Lp. During their career, Searl has held roles at Live Your Vision, LLC, Foreside Fund Services, LLC, Penn Capital Management Company, Inc and Dimensional Fund Advisors. Searl holds Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Dimensional Fund Advisors Lp is a registered investment company that has its headquarters in Austin, TX. The company has offices in two locations and a total of 1,096 employees. It administers $653 billion in total assets between its 818 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises five charities and foundations. Of its 818 accounts, 51% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The company performs 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. Fees charged by financial advisors largely depend on which service is offered. Fee types billed by Dimensional Fund Advisors Lp most likely are comprised of any blend of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dimensional Fund Advisors Lp Brokerage Details
$652,741,971,627
1,096
818
$797,973,070
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
Erin Searl Work History
Erin has been registered as a financial advisor for 6 years.*
Dimensional Fund Advisors
Foreside Fund Services, LLC
Penn Capital Management Company, Inc
Live Your Vision, LLC
Live Your Vision, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Erin Searl to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Dimensional Fund Advisors Lp
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Charlotte, NC
Austin, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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