Ashlee E Sample
Financial advisor at Dimensional Fund Advisors LP · Austin, TX
Last updated 2026-10-10
Claim your profileAshlee E Sample is a financial advisor at Dimensional Fund Advisors LP in Austin, TX, CRD 7558904. Licenses and exams on the registration: Series 66. IAPD registration began 2023-09-25.
Registration
- CRD number
- 7558904
- Registration status
- Active
- IAPD registration
- 2023-09-25
- Industry Experience
- 3 years
- Work Experience
- 13 years
- States registered
- TX
Licenses and exams
- Series 66
Work history
- 2023-07 to 2024-11 · Morgan Stanley · Denver, CO
- 2013-07 to 2021-07 · Unemployed · Denver, CO
- 2022-06 to 2022-08 · Charles Schwab · Lone Tree, CO
- 2021-07 to 2021-09 · The Club At Flying Horse · Colorado Springs, CO
- 2021-09 to 2022-06 · Unemployed · Denver, CO
- 2022-08 to 2023-07 · Unemployed · Denver, CO
- 2024-11 to Present · Dimensional Fund Advisors · Austin, TX
Current employment
- Dimensional Fund Advisors LP · Austin, TX
Dimensional Fund Advisors LP
- Regulatory AUM
- $1,020,359,585,441
- Registered advisors
- 254
- Offices
- 11
- Clients per advisor
- 9.1 (Low)
- Average AUM per client
- $441.5M (High)
- High-net-worth client ratio
- 82.2% (High)
Dimensional Fund Advisors LP: advisors, services and reported ETF investments
About
Ashlee E Sample is a financial advisor at Dimensional Fund Advisors LP in Austin, TX. Reported securities licenses include Series 66. The latest record indicates 3 years of industry experience and 13 years of reported work history.
Dimensional Fund Advisors LP's firm-level Form ADV reports 254 advisors across 11 offices; approximately 9.1 clients per advisor, average assets per client of $441,522,971, and regulatory AUM of $1T; client categories including High net worth individuals, Investment companies, Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations, and State or municipal government entities; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Pooled Investment Vehicles, and Portfolio Management: Businesses or Institutional Clients.
What this firm offers
Filed by Dimensional Fund Advisors LP on Form ADV.
Client services
- Individuals and Small Businesses
- Investment Companies
- Pooled Investment Vehicles
- Businesses or Institutional Clients
Fee options
- Percentage of Assets Under Management
- Performance-Based Fees
Business and affiliations
- Commodity Pool Operator or Trading Advisor
- Engaged in Other Business
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Adviser to Any Private Fund
Location
6300 Bee Cave Road, Austin, TX 78746
254 advisors at this office.
Contact
The firm's filed contact details.
Official record
Are you Ashlee E Sample?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.