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Robert Chadwick Burns

Investment Adviser Representative at DIMENSIONAL FUND ADVISORS LP

Charlotte, NCCRD #3179824Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
27 yrs
States Registered
50 states
Exams Passed
6

Registrations & licenses

Registration type
Dual-registered
Registered in 50 states
AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 6/2/2010
Series 63
Uniform Securities Agent State Law Examination
Passed 2/8/1999
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 3/22/1999
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 8/5/2002
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 7/1/2002

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
7/15/2019Charlotte, NC
CHARLES SCHWAB & CO., INC.
8/3/20106/27/2019Austin, TX
CHARLES SCHWAB & CO., INC.
1/4/200612/31/2009Austin, TX
CHARLES SCHWAB & CO., INC.
3/28/200312/31/2005Austin, TX

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. Robert Chadwick Burns 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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