Erin
Searl

Dimensional Fund Advisors Lp

CRD#6055401
Investment Advisor
in Austin, TX

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About this Advisor

Erin Searl is a financial advisor working in Austin, Texas, who has been in the industry for 10 years. Searl is currently employed by Dimensional Fund Advisors Lp. Searl has gained experience 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, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas. Dimensional Fund Advisors Lp is an advisory business that has its headquarters in Austin, Texas. The investment advisory business has offices in two locations and a total of 1,050 people on staff. It controls $663 billion in assets under management across its 462 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves nine charitable organizations. Of its 462 accounts, just 5% are held by high-net-worth investors who have greater than $1 million in investable assets. The business has a number 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. Fees charged by financial advisors are based on the type of financial services. Fee types charged by Dimensional Fund Advisors Lp can consist of some blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 65, Series 63

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

Erin Searl Work History

Erin has 10 years of experience.

2017 - Present (3 years)

Dimensional Fund Advisors

2015 - 2017 (2 years)

Foreside Fund Services, LLC

2015 - 2017 (2 years)

Penn Capital Management Company, Inc

2012 - 2015 (3 years)

Live Your Vision, LLC

2010 - 2015 (5 years)

Live Your Vision, LLC

Disclosures

Erin Searl 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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