Stephen
Rodriguez

Dimensional Fund Advisors Lp

CRD#6693032
Investment Advisor
in Austin, TX

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About this Advisor

Stephen Rodriguez is an investment advisor whose office is in Austin, Texas. Currently a registered advisor at Dimensional Fund Advisors Lp, Rodriguez has 10 years of work experience in the financial advisory industry. Rodriguez maintains a Series 66 license, which certifies them as both a securities agent and an investment advisor representative. Rodriguez is registered to work with clients in Texas. Throughout their career, they have worked at Dimensional Fund Advisors, St. Edward'S University and Phillips & Company. Dimensional Fund Advisors Lp is based out of Austin, Texas, and operates out of two other offices in the country. In aggregate, Dimensional Fund Advisors Lp manages $663 billion in assets throughout 462 accounts and retains more than 1,050 people. The firm's total assets under management makes it one of the largest investment advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 5% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Dimensional Fund Advisors Lp provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. The firm may charge clients 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

Stephen Rodriguez Work History

Stephen has 10 years of experience.

2014 - Present (8 years)

Dimensional Fund Advisors

2012 - 2014 (2 years)

St. Edward'S University

2011 - 2012 (1 year)

Phillips & Company

Disclosures

Stephen Rodriguez has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Dimensional Fund Advisors Lp

Kelly Klingaman
Austin, TX
Chelsea Carbonel
Austin, TX
Angella Welcome
Austin, TX
Michael Mccann
Austin, TX
Kevin Yuan
Austin, TX
Scott Mardy
Austin, TX
Todd Reesing
Austin, TX
Kristopher Hicks
Austin, TX

The content in this profile was updated by SmartAsset on 08/06/2020 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 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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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