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Nolan Ryan Lynch

Dimensional Fund Advisors LP

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About Nolan Ryan Lynch

Nolan Lynch is a financial advisor with Dimensional Fund Advisors LP. Nolan has been in the financial services industry since 2016. Nolan holds the Series 7, Series 63, and Series 65 licenses. Nolan has experience with investments for individuals, investment companies, pooled investment vehicles, and businesses. Nolan has a passion for assisting clients with their financial goals.

Firm Information

Nolan Lynch 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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Nolan Lynch’s Registration & Firm History

TX

11/07/2023 - Present

Dimensional Fund Advisors LP (AUSTIN TX)

CO

01/03/2022 - 10/06/2023

NUVEEN SECURITIES, LLC (Denver CO)

MA

06/29/2016 - 12/02/2021

MFS FUND DISTRIBUTORS, INC. (BOSTON MA)

PA

02/01/2016 - 06/23/2016

THE O.N. EQUITY SALES COMPANY (CARLISLE PA)

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Licenses & Designations

IA

Issued 01/14/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/24/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/01/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nolan Ryan Lynch.
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