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Kelly Doherty Herd

Dimensional Fund Advisors LP

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About Kelly Doherty Herd

Kelly Doherty Herd is a registered investment advisor representative for Dimensional Fund Advisors LP. Kelly has been in the industry since January 4, 2006. Kelly has passed several industry exams including the Uniform Securities Agent State Law Examination (Series 63), General Securities Representative Examination (Series 7), National Commodity Futures Examination (Series 3), Securities Industry Essentials Examination (SIE) and the Uniform Investment Adviser Law Examination (Series 65). Kelly is registered to provide investment advice in numerous states and the District of Columbia. Kelly was previously registered with BlackRock Investments, LLC and BlackRock Execution Services.

Firm Information

Kelly Herd 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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Kelly Herd’s Registration & Firm History

TX

10/24/2014 - Present

Dimensional Fund Advisors LP (AUSTIN TX)

CA

10/03/2012 - 03/06/2014

BLACKROCK INVESTMENTS, LLC (SAN FRANCISCO CA)

CA

11/18/2005 - 12/19/2012

BLACKROCK EXECUTION SERVICES (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 10/23/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/30/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/22/2013

Series 3 - National Commodity Futures Examination

BC

Issued 11/17/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelly Doherty Herd.
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