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Theodore Joseph Watt

Dimensional Fund Advisors LP

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About Theodore Joseph Watt

Theodore Watt is a registered investment advisor representative with Dimensional Fund Advisors LP in Austin, TX. Theodore has been in the securities industry since January 22, 2017. Theodore is a registered investment advisor representative in 50 states and the District of Columbia. Theodore was previously registered with CITI PRIVATE ADVISORY, LLC in Dallas, TX and CITIGROUP GLOBAL MARKETS INC. in Dallas, TX. Theodore holds the following licenses: Series 66, Series 24, SIE and Series 7.

Firm Information

Theodore Watt 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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Theodore Watt’s Registration & Firm History

TX

05/02/2018 - Present

Dimensional Fund Advisors LP (AUSTIN TX)

TX

03/28/2017 - 05/02/2018

CITI PRIVATE ADVISORY, LLC (Dallas TX)

TX

01/23/2017 - 05/02/2018

CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)

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Licenses & Designations

BOTH

Issued 02/18/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/01/2022

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/23/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Theodore Joseph Watt.
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