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Andrew Casey Baum

Dimensional Fund Advisors LP

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About Andrew Casey Baum

Andrew Baum is a financial advisor with Dimensional Fund Advisors LP. Andrew has been in the industry since 2013. Andrew is registered as a Registered Representative with Dimensional Fund Advisors LP in Texas and North Carolina. Andrew holds the following licenses: Series 7, Series 55, Series 52, Series 63, and SIE. Andrew is a Chartered Financial Analyst. Andrew is a Board Member and Treasurer for the CFA Society North Carolina. Andrew is an active advisor registered with the SEC.

Firm Information

Andrew Baum is currently registered with Dimensional Fund Advisors LP. Dimensional Fund Advisors LP is an investment advisor headquartered in Austin, TX. The firm manages approximately $749.62 billion in assets for a variety of clients, including investment companies, pooled investment vehicles, high-net-worth individuals, and pension and profit-sharing plans. The firm specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Dimensional Fund Advisors LP is registered with the SEC and has a total of 761 employees, including 245 investment adviser representatives and 516 registered representatives.
Dimensional Fund Advisors LP

6300 BEE CAVE ROAD

AUSTIN, TX 78746

$749.62B

Assets Under Management

1

Total Clients

217

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Andrew Baum’s Registration & Firm History

TX

07/20/2018 - Present

Dimensional Fund Advisors LP (AUSTIN TX)

NY

08/27/2013 - 05/07/2018

MORGAN STANLEY (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/16/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/08/2014

Series 52 - Municipal Securities Representative Examination

BC

Issued 02/03/2014

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 08/26/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Casey Baum.
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