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Brian David Zeiler

Dimensional Fund Advisors LP

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About Brian David Zeiler

Brian David Zeiler is a registered investment advisor representative at Dimensional Fund Advisors LP, with over 14 years of experience in the industry. Brian is a Chartered Financial Analyst (CFA) and holds the Series 3, 7, 7TO, and SIE licenses. Brian has been registered with FINRA since 2008 and has previously held a role at Franklin Templeton Financial Services Corp. Brian has a wide range of experience in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Brian is registered to provide investment advice in 49 states and the District of Columbia.

Firm Information

Brian Zeiler 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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Brian Zeiler’s Registration & Firm History

CA

09/30/2022 - Present

Dimensional Fund Advisors LP (SANTA MONICA CA)

CA

02/26/2008 - 07/03/2018

FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (SAN MATEO CA)

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Licenses & Designations

BC

Issued 09/22/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/2022

Series 7TO - General Securities Representative Examination

BC

Issued 01/13/2014

Series 3 - National Commodity Futures Examination

BC

Issued 02/25/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian David Zeiler.
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