Cesar Magdaleno
Investment Adviser Representative at Dimensional FUND Advisors LP
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Cesar Magdaleno is an investment adviser representative with Dimensional FUND Advisors LP in Santa Monica, CA, where they have been registered since 2023. They have worked in the securities industry since 2020 and were previously registered with J.p. Morgan Securities LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 10
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
49 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- JPMorgan Chase Bank, N.A.Dec 2019 – May 2023Redondo Beach, CA
- J.P. Morgan Securities LLCDec 2019 – May 2023Redondo Beach, CA
- Farmers & Merchants BankAug 2018 – Dec 2019Redondo Beach, CA
- Bank of AmericaJun 2017 – Jul 2018Marina Del Rey, CA
- Aps Management Group, Inc.Feb 2016 – Apr 2017Torrance, CA
- University of Southern CaliforniaAug 2013 – May 2017Los Angeles, CA
- StaffmarkMay 2017 – May 2017Carson, CA
- MML Investors Services,llcFeb 2016 – Nov 2016Torrance, CA
- Dimensional Fund AdvisorsMay 2023 – no end date reportedSanta Monica, CA
Official records & sources
Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Dimensional FUND Advisors LP
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Performance-based fees
- Firm account minimum
- $250,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Equity and fixed income funds managed using a systematic, evidence-based investment approach that targets higher expected returns by using market data and pricing information to manage risk and seek outperformance of benchmarks.
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 260
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Austin, TX
- SEC file number:
- 801-16283
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 24, 2026
View full firm profileOther advisors at Dimensional FUND Advisors LP
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Cesar Magdaleno has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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