William
Disciullo

Dimensional Fund Advisors Lp

CRD#2617404
Investment Advisor
in Austin, TX

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About this Advisor

William Disciullo is a financial advisor who works in Austin, Texas with a total of 8 years of relevant experience. Disciullo works at Dimensional Fund Advisors Lp. During their career, Disciullo has held roles at Smf Financial Advisors, LLC and Dimensional Fund Advisors. Disciullo holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas. Dimensional Fund Advisors Lp is an advisory firm headquartered in Austin, TX. The investment advisory business has offices in two locations and a total of 1,096 employees. It manages $653 billion in assets among its 818 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves five charitable organizations. Of its 818 customer accounts, 51% are held by high-net-worth investors who have at least $1 million in assets. The business has a diverse set 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 for financial management usually depend on which services are offered. Fee types billed by Dimensional Fund Advisors Lp most likely include any combination of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

8 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

William Disciullo Work History

William has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Dimensional Fund Advisors

2014 - 2014 (< 1 year)

Smf Financial Advisors, LLC

*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 William Disciullo 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

Althea Trevor
Austin, TX
Thomas Mclean
Charlotte, NC
William Disciullo
Austin, TX
Alexander Fridman
Santa Monica, CA
Mandy Solin
Austin, TX
Alexander Price
Austin, TX
Trace Williams
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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