Shivani
Pandya

Dimensional Fund Advisors Lp

CRD#7027191
Investment Advisor
in Austin, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Shivani Pandya is a financial advisor operating in Austin, Texas, who has been in the industry for 12 years. Pandya currently works for Dimensional Fund Advisors Lp. Their career trajectory has included roles at Dimensional Fund Advisors, Memorial Hermann Medical Group, Dimensional Fund Advsiors, High School - Bellaire High School and The University Of Texas At Austin. Pandya holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Texas. Dimensional Fund Advisors Lp is a registered investment business headquartered in Austin, Texas. The company has offices in two locations and a total of 1,037 employees. It manages $743 billion in total assets across its 524 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves five charities and foundations. Of its 524 customer accounts, 23% are held by high-net-worth individuals who have more than $1 million in investable assets. The firm performs 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 for financial management depend on which services the firm provides the client. However, fees billed by Dimensional Fund Advisors Lp can include any blend of asset-based and performance-based fees.

Certifications and Registrations

Series 66

Years of Experience

12 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

Disclosures

No

Office Location

6300 Bee Cave Road Building One
Austin, TX 78746

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Dimensional Fund Advisors Lp Brokerage Details

Total Assets Under Management

$743,326,749,818

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

1,037

TX Average: 49
Total Number of Accounts

524

TX Average: 2,315
Average Account Size

$1,418,562,500

TX Average: $1,314,358

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Shivani Pandya Work History

Shivani has 12 years of experience.

2018 - Present (4 years)

Dimensional Fund Advisors

2017 - 2017 (< 1 year)

Dimensional Fund Advsiors

2017 - 2018 (1 year)

The University Of Texas At Austin

2016 - 2017 (1 year)

The University Of Texas At Austin

2015 - 2015 (< 1 year)

Memorial Hermann Medical Group

2015 - 2016 (1 year)

The University Of Texas At Austin

2014 - 2015 (1 year)

The University Of Texas At Austin

2010 - 2014 (4 years)

High School - Bellaire High School

Disclosures

Shivani Pandya has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Dimensional Fund Advisors Lp

Madeline Rapp
Austin, TX
David Sullivan
Austin, TX
Russell Brockett
Austin, TX
Dennis Chamberlain
Austin, TX
Hannah Roth
Austin, TX
John Stewart
Austin, TX
Melissa Spring
Austin, TX
Stephen De Man
Austin, TX

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started