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Sunil Bansidhar Shah

Dimensional Fund Advisors LP

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About Sunil Bansidhar Shah

Sunil Bansidhar Shah is a registered investment advisor representative with Dimensional Fund Advisors LP. Sunil Shah has been in the industry since March 17, 2010. Sunil Shah is a registered representative in the state of Texas. Sunil Shah holds the Series 63, Series 7, and Series 24 licenses. Sunil Shah is also a Chartered Financial Analyst.

Firm Information

Sunil Shah 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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Sunil Shah’s Registration & Firm History

TX

10/22/2019 - Present

Dimensional Fund Advisors LP (AUSTIN TX)

CA

01/03/2012 - 08/22/2019

BLACKROCK INVESTMENTS, LLC (SAN FRANCISCO CA)

CA

01/15/2010 - 12/31/2011

BLACKROCK FUND DISTRIBUTION COMPANY (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 02/12/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/14/2014

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/14/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sunil Bansidhar Shah.
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