DFA Securities LLC

Broker-DealerFINRA MemberEst. 1981
Total AUM
Advisory reps
503
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

DFA Securities LLC is listed as a limited liability company that first registered with the SEC in 1981. The ownership is recorded as a combination of a domestic entity and an individual. The firm is classified as "Unclassified" in the source profile and is not identified as a capital allocator. It is also not marked as an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. Several key descriptive fields in the source — including business activities, advisory activities, fee structure and client base — are blank, so there is limited public detail about how the firm positions itself or the specific services it provides.

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

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Contacts

3 of 495
  • Samuel Olguin

    Samuel Olguin

    Regional DirectorCRD 1878546

  • Ryan Char

    Ryan Char

    Regional DirectorCRD 6573812

  • Erik Schulte

    Erik Schulte

    Vice PresidentCRD 5535738

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth