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Daniel Alexander Martin

Dimensional Fund Advisors LP

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About Daniel Alexander Martin

Daniel Alexander Martin is a financial advisor with Dimensional Fund Advisors LP. Daniel has been in the industry since November 21, 2021. Daniel is licensed to provide investment advice in Texas. Daniel is a Series 65 and Series 63 licensed investment advisor representative and a Series 7TO and SIE licensed general securities representative. Daniel specializes in working with investment companies, pooled investment vehicles, high-net-worth individuals, corporations or other businesses, state or municipal government entities, and sovereign wealth funds and foreign official institutions.

Firm Information

Daniel Martin 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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Daniel Martin’s Registration & Firm History

TX

08/15/2023 - Present

Dimensional Fund Advisors LP (AUSTIN TX)

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Licenses & Designations

BC

Issued 11/03/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 10/21/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/09/2023

Series 7TO - General Securities Representative Examination

BC

Issued 09/08/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Alexander Martin.
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