Alyson Melinda Mcdonald

Dimensional Fund Advisors LP

22 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Dimensional Fund Advisors LP

Compensation

Fee-Only (AUM)

Firm Size

235 advisors

Number of Clients

1,602 clients

Average Client Portfolio

$521.7M average

Assets Under Management

$835.7B

Fee Structure

Minimum Investment:$500K

Financial Planning:Investment management only

Location

6300 Bee Cave Road, Building One, Austin, TX, 78746

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Dimensional Fund Advisors LP

May 2012 - Present · 13 yrs 9 mos

Dfa Securities LLCBroker

April 2012 - Present · 13 yrs 10 mos

Previous Registrations

Jones Villalta Asset Management, LLC

May 2006 - October 2011 · 5 yrs 5 mos

Stephen Jones Capital Management, INC.

March 2005 - October 2011 · 6 yrs 7 mos

Lockwood Financial Services, INC.Broker

September 2004 - April 2005 · 7 mos

UBS Financial Services INC.

June 2004 - October 2004 · 4 mos

UBS Financial Services INC.Broker

June 2004 - October 2004 · 4 mos

UBS Financial Services INC.

September 2002 - September 2003 · 1 yr

UBS Financial Services INC.Broker

September 2002 - September 2003 · 1 yr

State Registrations2 states

CATX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.