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Charles William Zeller

Caz Investments L.P.

Houston, TX

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Current Employers
Caz Investments L.P.

1360 Post Oak Blvd. Suite 2200, Houston, TX 77056 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-09-28
  • TX RA
    APPROVED
    Since 2022-09-28

Branch Locations

1360 Post Oak Blvd. Suite 2200, Houston, TX 77056 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dimensional Fund Advisors Austin TX 08/2014 07/2018
Robert W. Baird & Co. Chicago IL 08/2018 05/2022
Caz Investments Lp Houston TX 08/2022 Present
  • 08/2014 → 07/2018
    Dimensional Fund Advisors
    Austin, TX
  • 08/2018 → 05/2022
    Robert W. Baird & Co.
    Chicago, IL
  • 08/2022 → Present
    Houston, TX
Other Businesses

International Burn Foundation, Not Investment-Related, 6915 Ebenezer Church Road, Hillsborough, NC 27278, Provides a prize every 4 years to somebody who has made an outstanding contribution to any aspect of burn management or to an outstanding practitioner of burn treatment, Treasurer, Treasurer, 2/2/25, 1-2 hrs per month, The Treasurer's role is to safeguard the Foundation's assets and ensure that we are investing it in a way that will provide the capital necessary to award the prize every 4 years ($100K prize, paid out over 4 years)

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-08-31
  • S63 Uniform Securities Agent State Law Examination
    2016-08-31
Designations
Other Names
  • Charlie Zeller

View on SEC IAPD

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