Robert Chadwick Burns

Employer firm

Dimensional Fund Advisors LP CRD 106482

$1.02T regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1999 → 06/2019
  Charles Schwab & Co.
  Austin, TX
• 12/2009 → 12/2018
  Schwab Retirement Plan Services, Inc.
  Austin, TX
• 06/2019 → Present
  Dimensional Fund Advisors
  Charlotte, NC

Previous Registrations

• 2003-03-28 → 2019-06-27
  Charles Schwab & Co., Inc.
  Mt Pleasant, SC
  Austin, TX
  Mt. Pleasant, SC
  Austin, TX
  Richfield, OH

Exams

• S66 Uniform Combined State Law Examination
  2010-06-02
• S63 Uniform Securities Agent State Law Examination
  1999-02-08

Other Names

• Robert Chadwick Burns
• Chad Burns