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Thomas Carson McLean

Dimensional Fund Advisors LP

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About Thomas Carson McLean

Thomas McLean is a financial advisor with Dimensional Fund Advisors LP. Thomas is based in Charlotte, NC, and has been working in the industry since 2010. Thomas holds Series 7 and Series 66 licenses and has experience providing portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Thomas has a proven track record of success in the financial services industry.

Firm Information

Thomas McLean 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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Thomas McLean’s Registration & Firm History

NC

12/14/2016 - Present

Dimensional Fund Advisors LP (CHARLOTTE NC)

WI

01/15/2013 - 08/15/2016

WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)

MI

02/22/2011 - 01/15/2013

AMERIPRISE FINANCIAL SERVICES, INC. (BATTLE CREEK MI)

MI

09/02/2009 - 10/11/2010

MORGAN STANLEY SMITH BARNEY (GRAND RAPIDS MI)

IL

06/01/2009 - 06/11/2009

MORGAN STANLEY SMITH BARNEY (CHICAGO IL)

IL

05/20/2009 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 09/18/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/19/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Carson McLean.
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