Melissa
Spring

Dimensional Fund Advisors Lp

CRD#6080974
Investment Advisor
in Austin, TX

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About this Advisor

Melissa Spring is a financial advisor operating in Austin, Texas, with a total of 10 years of experience as a financial advisor. Spring currently works for Dimensional Fund Advisors Lp. Over the course of their career, Spring has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Tom Sawyer Company, University Of South Carolina, Ruby Tuesday and Dimensional Fund Advisors. Spring has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Texas. Dimensional Fund Advisors Lp is a registered investment business operating in Austin, Texas. The investment advisory business has offices in two locations and a total of 1,050 employees. It manages $663 billion in assets across its 462 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises nine charities and foundations. Of its 462 accounts, just 5% are associated with high-net-worth investors who have greater than $1 million in assets. The advisory firm has a broad assortment 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 advisory fees usually depend on which services the firm provides the client. Fee types billed by Dimensional Fund Advisors Lp likely include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66

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

Melissa Spring Work History

Melissa has 10 years of experience.

2017 - Present (3 years)

Dimensional Fund Advisors

2012 - 2017 (5 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2012 - 2012 (< 1 year)

Tom Sawyer Company

2011 - 2011 (< 1 year)

University Of South Carolina

2011 - 2011 (< 1 year)

Ruby Tuesday

2011 - 2011 (< 1 year)

University Of South Carolina

2010 - 2011 (1 year)

Ruby Tuesday

2010 - 2010 (< 1 year)

University Of South Carolina

2010 - 2010 (< 1 year)

Ruby Tuesday

Disclosures

Melissa Spring has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Dimensional Fund Advisors Lp

Weideng He
Austin, TX
Angella Welcome
Austin, TX
Kevin Yuan
Austin, TX
Lauren Olson
Charlotte, NC
Kristopher Hicks
Austin, TX
Elle Mcnider
Austin, TX
Richard Cunningham
Austin, TX
Nathan Bonsignore
Austin, TX

This content was compiled from the SEC and FINRA.

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