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Bernard James Grzelak

DIMENSIONAL FUND ADVISORS LP·AUSTIN, Texas
SIE, Series 7, Series 27, Series 28, Series 99TOClean recordDIMENSIONAL FUND ADVISORS LP
6300 BEE CAVE ROAD, AUSTIN, TX 78746CRD# 4285750Firm CRD# 106482

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bernard James Grzelak · AUSTIN, TX
Registration
CRD #4285750 · DIMENSIONAL FUND ADVISORS LP
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 27
Series 28
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
DIMENSIONAL FUND ADVISORS LP
CRD 106482 · SEC 801-16283
AUM
$749.6B
Regulatory assets under management
Employees
1,166
1,153 client accounts
Services offered by DIMENSIONAL FUND ADVISORS LP
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at DIMENSIONAL FUND ADVISORS LP →
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Frequently Asked Questions

What services does Bernard James Grzelak offer?
Bernard James Grzelak specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in AUSTIN, Texas for a consultation.
What are Bernard James Grzelak's credentials?
Bernard James Grzelak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bernard James Grzelak located?
Bernard James Grzelak is based in AUSTIN, Texas, working with DIMENSIONAL FUND ADVISORS LP. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.
How does Bernard James Grzelak charge for services?
Bernard James Grzelak's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DIMENSIONAL FUND ADVISORS LP?
DIMENSIONAL FUND ADVISORS LP has approximately 1166 employees and manages $749.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DIMENSIONAL FUND ADVISORS LP

Patrick Michael Keating
AUSTIN, TX
CFA
Michael Sam Gilliland
AUSTIN, TX
Lisa Michele Dallmer
AUSTIN, TX
Catherine Lee Newell
AUSTIN, TX
Gerard Kieran O'reilly
AUSTIN, TX
Christopher Scott Crossan
AUSTIN, TX

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