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Cesar Magdaleno

Dimensional Fund Advisors LP

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About Cesar Magdaleno

Cesar Magdaleno is a registered investment advisor representative with Dimensional Fund Advisors LP. Cesar has been in the industry for three years. Cesar has passed the Series 7, Series 66, and SIE exams. Cesar is registered in California and Texas. Cesar has prior experience at JPMorgan Securities LLC.

Firm Information

Cesar Magdaleno 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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Cesar Magdaleno’s Registration & Firm History

CA

06/28/2023 - Present

Dimensional Fund Advisors LP (Santa Monica CA)

CA

02/20/2020 - 05/26/2023

J.P. MORGAN SECURITIES LLC (REDONDO BEACH CA)

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Licenses & Designations

BOTH

Issued 05/30/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/20/2020

Series 7TO - General Securities Representative Examination

BC

Issued 01/14/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cesar Magdaleno.
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