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Catherine Lee Newell

DIMENSIONAL FUND ADVISORS LP·AUSTIN, Texas
SIE, Series 7, Series 24Clean recordDIMENSIONAL FUND ADVISORS LP
6300 BEE CAVE ROAD, AUSTIN, TX 78746CRD# 2890628Firm CRD# 106482

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Catherine Lee Newell · AUSTIN, TX
Registration
CRD #2890628 · DIMENSIONAL FUND ADVISORS LP
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
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 →
Introduction

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Frequently Asked Questions

What services does Catherine Lee Newell offer?
Catherine Lee Newell specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in AUSTIN, Texas for a consultation.
What are Catherine Lee Newell's credentials?
Catherine Lee Newell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Catherine Lee Newell located?
Catherine Lee Newell 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 Catherine Lee Newell charge for services?
Catherine Lee Newell'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
Gerard Kieran O'reilly
AUSTIN, TX
Bernard James Grzelak
AUSTIN, TX
Christopher Scott Crossan
AUSTIN, TX

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