Skip to content

Ashlee E Sample

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

Are you Ashlee E Sample? Claim your profile

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

13 years in the industry.

  1. Dimensional Fund Advisors LPNov 2024 to now
  2. Morgan StanleyJul 2023 to Nov 2024
  3. UnemployedAug 2022 to Jul 2023
  4. Charles SchwabJun 2022 to Aug 2022
  5. UnemployedSep 2021 to Jun 2022
  6. The Club At Flying HorseJul 2021 to Sep 2021
  7. UnemployedJul 2013 to Jul 2021

Exams passed

  • Series 66 · Uniform Combined State Law2023

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
7558904
Firm CRD
106482
Advisor's SEC record (opens in a new tab)
CallContact this firm