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Colin Michael Rogers

Investment adviser representative at Dimensional Fund Advisors LP
10 yearsExperience
1 stateRegistered in
$1TFirm assets
45 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

10 years in the industry.

  1. Dimensional Fund Advisors LPApr 2026 to now
  2. Sageview Advisory Group, LLCJul 2025 to Apr 2026
  3. Cap StratSep 2022 to Jul 2025
  4. Cbiz Financial SolutionsAug 2019 to Sep 2022
  5. Global Retirement Partners, LLCAug 2018 to Oct 2019
  6. LPL Financial LLCAug 2018 to Aug 2019
  7. Edward JonesJun 2016 to Aug 2018

Exams passed

  • Series 66 · Uniform Combined State Law2016
  • Series 63 · Uniform Securities Agent State Law2026

State registrations

Registered as an investment adviser representative in 1 state (TX).

Dimensional Fund Advisors LP

$1TAssets managed
2,311Clients
255Advisers
45 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6655369
Firm CRD
106482
Advisor's SEC record (opens in a new tab)
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