DFA Securities LLC

Broker-DealerFINRA MemberEst. 1981
Total AUM
Advisory reps
508
Avg account
$0

Firm details

Headquarters
Austin, Texas
CRD number
10292
Registered since
December 4, 1981

Firm profile

FINTRX

Overview

DFA Securities LLC is organized as a limited liability company and has been SEC-registered since 1981. The ownership is listed as a combination of a domestic entity and an individual. The firm's snapshot classification is "Unclassified" in the source, and it is not identified as a capital allocator or an active ESG investor. The record also indicates the firm is not designated as a multi-state adviser, is not newly formed, and does not serve as a pension consultant or a related adviser. The source does not provide descriptions of the firm's advisory services, client segments, fee schedules, investment philosophy, or business affiliations. That lack of core disclosures limits what can be said about how the firm sources managers, constructs portfolios, or positions itself in the market.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 8
  • Bernard Grzelak

    Bernard Grzelak

    CFOCRD 4285750

  • Andrew Smith

    Andrew Smith

    VP, Research - Fundamental Analyst & Chief Compliance OfficerCRD 7333443

  • Gerard O'reilly

    Gerard O'reilly

    Co-Chief Executive Officer, Chief Investment OfficerCRD 4982644

Unlock 5 more executives

Contacts

3 of 500
  • Samuel Olguin

    Samuel Olguin

    Regional DirectorCRD 1878546

  • Ryan Char

    Ryan Char

    Regional DirectorCRD 6573812

  • Erik Schulte

    Erik Schulte

    Vice PresidentCRD 5535738

Unlock 497 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Austin, TX

Travis

Location

Austin, TX

Headquartered in Austin, TX, in the South of the United States.

Region
South
County
Travis
Address
6300 Bee Caves Rd
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth