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Robert Chadwick Burns

Dimensional Fund Advisors LP

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About Robert Chadwick Burns

Robert Chadwick Burns is a financial advisor with Dimensional Fund Advisors LP, where he has been registered since July 2019. Prior to joining Dimensional Fund Advisors LP, Robert Chadwick Burns was registered with CHARLES SCHWAB & CO., INC., from September 1999 to June 2019.

Firm Information

Robert Burns 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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Robert Burns’s Registration & Firm History

TX

07/15/2019 - Present

Dimensional Fund Advisors LP (AUSTIN TX)

TX

09/23/1999 - 06/27/2019

CHARLES SCHWAB & CO., INC. (Austin TX)

MN

03/23/1999 - 09/24/1999

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

03/23/1999 - 09/24/1999

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 06/02/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/08/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/05/2002

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 07/01/2002

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/22/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Robert Chadwick Burns. Review regulatory record here.
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