Meredith
Broderick
Dimensional Fund Advisors Lp
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About this Advisor
Meredith Broderick is a financial advisor based in Austin, Texas who has 1 year of relevant experience. Broderick works at Dimensional Fund Advisors Lp. Over the course of their career, Broderick has held roles at J.P. Morgan Securities LLC, Jpmorgan Chase Bank Na, Loring Ward Securities Inc, Dimensional Fund Advisors, Creaghan Mcconnell Group and Rbc Dominion Securities. Broderick maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Texas. Dimensional Fund Advisors Lp is an advisory business based in Austin, TX. The company has offices in two locations and a total of 1,096 financial advisors. It controls $653 billion in total assets across its 818 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves five charitable organizations. Of its 818 accounts, 51% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Dimensional Fund Advisors Lp provides a diverse 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. Fees charged by financial advisors largely vary depending on which services the firm provides the client. However, fee types charged by Dimensional Fund Advisors Lp can include 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
Meredith Broderick Work History
Meredith has been registered as a financial advisor for 1 years.*
Dimensional Fund Advisors
Rbc Dominion Securities
Creaghan Mcconnell Group
Loring Ward Securities Inc
J.P. Morgan Securities LLC
Jpmorgan Chase Bank Na
*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 Meredith Broderick 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
Austin, TX
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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