Stuart
Sneen

Dimensional Fund Advisors Lp

CRD#2771551
Investment Advisor
in Austin, TX
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About this Advisor

Stuart Sneen is a certified financial planner based in Austin, Texas. Currently an investment advisor with Dimensional Fund Advisors Lp, Sneen has 14 years of practice as an investment advisor. Sneen maintains a Series 63 license, certifying the advisor as a securities agent. Sneen is able to work with investors in Texas. Their career trajectory has included roles at Fidelity Investments Institutional Services Company, Inc and Dimensional Fund Advsiors. Dimensional Fund Advisors Lp is headquartered in Austin, Texas, and operates out of two other offices in the United States. As a company, Dimensional Fund Advisors Lp manages $637 billion in assets throughout 465 accounts and employs more than 863 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 6% of the investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Dimensional Fund Advisors Lp can provide 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's fees may include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

14 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

$569,308,518,012

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

1,001

TX Average: 49
Total Number of Accounts

468

TX Average: 2,315
Average Account Size

$1,216,471,192

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

Stuart Sneen Work History

Stuart has 14 years of experience.

2014 - Present (5 years)

Dimensional Fund Advsiors

2004 - 2014 (10 years)

Fidelity Investments Institutional Services Company, Inc

Disclosures

Stuart Sneen has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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