Stephen
Clark

Dimensional Fund Advisors Lp

CRD#2943305
Investment Advisor
in Austin, TX

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About this Advisor

Stephen Clark is a financial advisor working in Austin, Texas with a total of 17 years of relevant experience. Clark is an employee of Dimensional Fund Advisors Lp. They have spent all of their career at Dimensional Fund Advisors Lp. Clark holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Texas. Dimensional Fund Advisors Lp is an advisory firm operating out of Austin, TX. The company has offices in two locations and a total of 1,096 advisors. It has $653 billion in total assets across its 818 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to five charitable organizations. Of its 818 accounts, 51% are held by high-net-worth clients who have greater than $1 million in investable assets. Dimensional Fund Advisors Lp performs a wide range 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. Fees charged by financial advisors vary depending on the type of financial services offered. Fee types billed by Dimensional Fund Advisors Lp may include asset-based and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

17 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

6300 Bee Cave Road Building One
Austin, TX 78746

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Dimensional Fund Advisors Lp Brokerage Details

Total Assets Under Management

$652,741,971,627

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

1,096

TX Average: 49
Total Number of Accounts

818

TX Average: 2,315
Average Account Size

$797,973,070

TX 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

Stephen Clark Work History

Stephen has been registered as a financial advisor for 17 years.*

2001 - Present (23 years)

Dimensional Fund Advisors 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 Stephen Clark 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

Thomas Mclean
Charlotte, NC
Trace Williams
Austin, TX
Althea Trevor
Austin, TX
Alexander Cheriyan
Austin, TX
Samuel Gillespie
Austin, TX
Meredith Broderick
Austin, TX
Mandy Solin
Austin, TX
Toby Martinez
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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