linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Rian Tony Goulart

Dimensional Fund Advisors LP

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Rian? Claim Your Profile

About Rian Tony Goulart

Rian Goulart is an investment advisor representative with Dimensional Fund Advisors LP. Rian is based in Santa Monica, CA and also has a branch office in Austin, TX. Rian has been in the industry since 2018 and has experience working with various types of clients, including high-net-worth individuals, investment companies, and pooled investment vehicles. Rian is registered with the state of California and holds a Series 7, Series 63, and Series 66 license.

Firm Information

Rian Goulart 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.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Rian Goulart’s Registration & Firm History

TX

12/16/2022 - Present

Dimensional Fund Advisors LP (AUSTIN TX)

CA

02/11/2020 - 11/18/2022

E*TRADE SECURITIES LLC (Menlo Park CA)

AZ

10/10/2018 - 02/13/2020

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

Not sure if Rian Tony Goulart is right for you?

Licenses & Designations

BOTH

Issued 03/16/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/16/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/11/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/10/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rian Tony Goulart.
Not sure if Rian Tony Goulart is right for you?