Charles Casey Cunningham
Investment adviser representative at Dimensional Fund Advisors LP
12 yearsExperience
1 stateRegistered in
$1TFirm assets
45 yearsFirm in business
Are you Charles Casey Cunningham? Claim your profile
Contact this firm
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
12 years in the industry.
- Dimensional Fund Advisors LPAug 2024 to now
- StudentAug 2023 to Jun 2024
- Dimensional Fund AdvisorsJun 2023 to Aug 2023
- StudentAug 2021 to Jun 2023
- Trinity Episcopal SchoolMay 2021 to Aug 2021
- StudentAug 2020 to May 2021
- Trinity Episcopal SchoolMay 2020 to Aug 2020
- StudentSep 2018 to May 2020
- Mighty Fine Burgers, Fries and ShakesJun 2018 to Sep 2018
- StudentAug 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7975146
- Firm CRD
- 106482