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Myron Erik Gilbert

Dimensional Fund Advisors LP

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About Myron Erik Gilbert

Myron Erik Gilbert is a financial advisor with over 20 years of experience in the industry. Myron has a strong background in investment management, having previously worked at Janus Distributors LLC and Raymond James & Associates, Inc. Myron holds both Series 7 and Series 66 licenses, as well as the SIE. Myron is currently registered with Dimensional Fund Advisors LP and provides investment advisory services to a variety of clients, including individuals, families, and institutions.

Firm Information

Myron Gilbert 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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Myron Gilbert’s Registration & Firm History

NC

11/17/2017 - Present

Dimensional Fund Advisors LP (CHARLOTTE NC)

CO

11/10/2003 - 07/24/2015

JANUS DISTRIBUTORS LLC (DENVER CO)

FL

04/17/2001 - 11/05/2003

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

BOTH

Issued 11/16/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/16/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Myron Erik Gilbert.
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