Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Fedrick is a registered investment advisor representative at Dimensional Fund Advisors LP. Chad is a licensed investment advisor in 50 states. Chad is Series 7, Series 66, and SIE licensed. Chad has been working in the industry since December 4, 2018. Chad has been employed by Dimensional Fund Advisors LP since August 2018 and previously worked at BNY Mellon in New York, NY. Chad also owns and operates a software-as-a-service (SaaS) company called Stratago LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
03/07/2019 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
BOTH
Issued 03/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/05/2018
Series 7TO - General Securities Representative Examination
BC
Issued 11/15/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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