Russell Brockett, financial advisor Austin TX
88 score

Russell Brockett

CRD Number: 6258593
Current Firm: Dimensional Fund Advisors LP

Russell Brockett (CRD# 6258593) is an Investment Advisor Representative working at Dimensional Fund Advisors LP in Austin, TX and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Dimensional Fund Advisors Austin, TX Aug 2013 - Current 3
Unemployed Austin, TX May 2013 - Aug 2013 < 1
University Of Texas Austin, TX Jan 2012 - May 2013 1
University Of Texas Austin, TX May 2012 - Aug 2012 < 1
Ngo Extended Travel Various, Aug 2011 - Jan 2012 < 1
University Of Texas Austin, TX Jun 2011 - Aug 2011 < 1
Claremont Mckenna College Claremont, CA Aug 2007 - May 2011 3
Source Consulting Claremont, CA Oct 2008 - Dec 2010 2
Cmc Scripps Colleges Claremont, CA May 2010 - Jul 2010 < 1
Hulsey Ip Austin, TX May 2009 - Jun 2009 < 1
Austin Area Urban League Austin, TX Jun 2008 - Aug 2008 < 1
Unemployed Austin, TX May 2007 - Aug 2007 < 1
St Stephen's School Austin, TX Aug 2005 - May 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Russell L. Brockett
Phone Number: 512-306-7400
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    424,505
    MILLIONS
  • Total Number of Accounts
    442
    ACCOUNTS
  • Average Account Value
    $960,418,268
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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