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Myron Erik Gilbert

Investment Adviser Representative at DIMENSIONAL FUND ADVISORS LP

Charlotte, NCCRD #2065553Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
23 yrs
States Registered
3 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
CaliforniaNorth CarolinaTexas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/16/2017
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 4/16/2001

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $250,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Dimensional FUND Advisors LP Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

DIMENSIONAL FUND ADVISORS LPCurrent
11/17/2017Charlotte, NC
JANUS DISTRIBUTORS LLC
11/10/20037/24/2015Denver, CO
RAYMOND JAMES & ASSOCIATES, INC.
4/17/200111/5/2003St. Petersburg, FL

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Myron Erik Gilbert 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.

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