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Patrick Michael Keating

DIMENSIONAL FUND ADVISORS LP·AUSTIN, Texas
SIE, Series 7, Series 7TO, Series 24, Series 66CFAClean recordDIMENSIONAL FUND ADVISORS LP
6300 BEE CAVE ROAD, AUSTIN, TX 78746CRD# 4239521Firm CRD# 106482

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick Michael Keating · AUSTIN, TX
Registration
CRD #4239521 · DIMENSIONAL FUND ADVISORS LP
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
Series 24
Series 66
Registration record
Professional designation · CFA
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 Patrick Michael Keating offer?
Patrick Michael Keating specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in AUSTIN, Texas for a consultation.
What are Patrick Michael Keating's credentials?
Patrick Michael Keating holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Patrick Michael Keating located?
Patrick Michael Keating 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 Patrick Michael Keating charge for services?
Patrick Michael Keating'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

Michael Sam Gilliland
AUSTIN, TX
Lisa Michele Dallmer
AUSTIN, TX
Catherine Lee Newell
AUSTIN, TX
Gerard Kieran O'reilly
AUSTIN, TX
Bernard James Grzelak
AUSTIN, TX
Christopher Scott Crossan
AUSTIN, TX

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