Mark
Colaco

Dimensional Fund Advisors Lp

CRD#4417523
Investment Advisor
in Charlotte, NC

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About this Advisor

Mark Colaco is a certified financial planner operating out of Charlotte, North Carolina with a total of 4 years of relevant experience. Colaco currently works for Dimensional Fund Advisors Lp. Their career trajectory has included roles at Raymond James & Assoc., Inc and Dimensional Fund Advisors. Colaco holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Texas. Dimensional Fund Advisors Lp is a company operating out of Austin, TX. The firm has offices in two locations and a total of 1,096 employees. It administers $653 billion in total assets between its 818 customer accounts, making it one of the biggest firms in the country by assets under management. The firm advises five charitable organizations. Of its 818 customer accounts, 51% are associated with high-net-worth individuals who have at least $1 million in assets. Dimensional Fund Advisors Lp performs a broad assortment 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 fee schedules largely vary depending on which service is provided. Fees charged by Dimensional Fund Advisors Lp likely consist of asset-based and performance-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 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, Performance-based Fees

Office Location

1515 South Tryon Street
Charlotte, NC 28203

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Dimensional Fund Advisors Lp Brokerage Details

Total Assets Under Management

$652,741,971,627

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

1,096

NC Average: 49
Total Number of Accounts

818

NC Average: 2,315
Average Account Size

$797,973,070

NC Average: $1,314,358

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

Mark Colaco Work History

Mark has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Dimensional Fund Advisors

2003 - 2019 (16 years)

Raymond James & Assoc., Inc

*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 Mark Colaco 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

Meredith Broderick
Austin, TX
Alexander Fridman
Santa Monica, CA
Mandy Solin
Austin, TX
Thomas Mclean
Charlotte, NC
Austin Jenkins
Austin, TX
Samuel Gillespie
Austin, TX
Alexander Cheriyan
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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