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PL

Paul Andrew Lehman

DIMENSIONAL FUND ADVISORS LP

AUSTIN, TX

·CRD# 2444502·32 years experience

Professional Summary

Paul Andrew Lehman is a registered financial advisor currently at DIMENSIONAL FUND ADVISORS LP located in Austin, Texas and DFA SECURITIES LLC located in Austin, Texas. Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Paul has worked at 16 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 53, Series 4 and Series 24 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Email

xxxxx@xxxx.xxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

32 years in the financial services industry

Current & Past Employments

DIMENSIONAL FUND ADVISORS LP·CRD# 106482

RIA

6300 Bee Cave Road Building One, Austin, TX 78746

March 18, 2026 - Present

DFA SECURITIES LLC·CRD# 10292

BD

Palisades West, Building One 6300 Bee Cave Road, Austin, TX 78746

March 18, 2026 - Present

SEI INVESTMENTS MANAGEMENT CORP·CRD# 105146

RIA

Austin, TX

January 16, 2026 - March 16, 2026

SEI INVESTMENTS DISTRIBUTION CO.·CRD# 10690

BD

Oaks, PA

January 16, 2026 - March 16, 2026

DIMENSIONAL FUND ADVISORS LP·CRD# 106482

RIA

Austin, TX

July 29, 2013 - January 13, 2026

DFA SECURITIES LLC·CRD# 10292

BD

Austin, TX

July 18, 2013 - January 13, 2026

FIRST CITIZENS ASSET MANAGEMENT, INC·CRD# 140777

RIA

Columbia, SC

August 10, 2006 - February 26, 2014

FIRST CITIZENS SECURITIES CORPORATION·CRD# 140161

BD

Columbia, SC

July 19, 2006 - June 17, 2013

FIRST CITIZENS INVESTOR SERVICES, INC.·CRD# 44430

RIA

Columbia, SC

April 28, 2005 - December 14, 2006

FIRST CITIZENS INVESTOR SERVICES, INC.·CRD# 44430

BD

Raleigh, NC

April 27, 2005 - December 14, 2006

RAYMOND JAMES FINANCIAL SERVICES, INC.·CRD# 6694

RIA

Belpre, OH

August 27, 2004 - April 20, 2005

RAYMOND JAMES FINANCIAL SERVICES, INC.·CRD# 6694

BD

St. Petersburg, FL

August 19, 2004 - April 20, 2005

WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616

RIA

Columbia, SC

December 8, 2003 - August 13, 2004

WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616

BD

St. Louis, MO

October 1, 2000 - August 13, 2004

FIRST UNION BROKERAGE SERVICES, INC.·CRD# 8112

BD

Charlotte, NC

October 10, 1997 - October 1, 2000

KEY INVESTMENTS INC.·CRD# 15873

BD

Cleveland, OH

November 25, 1996 - October 6, 1997

NATCITY INVESTMENTS, INC.·CRD# 17490

BD

Cleveland, OH

June 1, 1996 - November 27, 1996

INDEPENDENT FINANCIAL SECURITIES, INC.·CRD# 19924

BD

April 19, 1996 - December 9, 1996

NATIONAL CITY INVESTMENTS CORPORATION·CRD# 17365

BD

September 20, 1994 - June 1, 1996

CITIGROUP GLOBAL MARKETS INC.·CRD# 7059

BD

New York, NY

July 13, 1994 - September 21, 1994

MARINER FINANCIAL SERVICES, INC.·CRD# 8292

BD

Largo, FL

January 18, 1994 - May 2, 1994

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Current Firm

DF

DIMENSIONAL FUND ADVISORS LP

DIMENSIONAL FUND ADVISORS INC | DIMENSIONAL FUND ADVISORS LP | DIMENSIONAL FUND ADVISORS INC.

CRD#: 106482 / SEC#: 801-16283

RIA

Registered Investment Advisory firm - SEC (8/26/1981 Approved)

Contact Information

Main Address

6300 Bee Cave Road Building One, Austin, TX 78746

Phone Number

(512) 306-7400

# of Employees

1,168

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DIMENSIONAL FUND ADVISORS LP FORM ADV PART 2A - ANNUAL AMENDMENT DATED MARCH 24, 2026 (3/24/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,319

AUM (Assets Under Management)

$1,020,359,585,441

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Eric Scott Pomerantz

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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Jeffrey Glenn Weeks

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DF

DIMENSIONAL FUND ADVISORS LP

DIMENSIONAL FUND ADVISORS INC | DIMENSIONAL FUND ADVISORS LP | DIMENSIONAL FUND ADVISORS INC.

CRD#: 106482 / SEC#: 801-16283

RIA

Registered Investment Advisory firm - SEC (8/26/1981 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Alabama
(3/18/2026)

RR

Alaska
(3/18/2026)

RR

Arizona
(3/18/2026)

RR

Arkansas
(3/18/2026)

RR

California
(3/18/2026)

RR

Colorado
(3/18/2026)

RR

Connecticut
(3/18/2026)

RR

Delaware
(3/18/2026)

RR

District of Columbia
(3/18/2026)

RR

Florida
(3/18/2026)

RR

Georgia
(3/18/2026)

RR

Idaho
(3/18/2026)

RR

Illinois
(3/18/2026)

RR

Indiana
(3/18/2026)

RR

Iowa
(3/18/2026)

RR

Kansas
(3/18/2026)

RR

Kentucky
(3/18/2026)

RR

Louisiana
(3/18/2026)

RR

Maine
(3/18/2026)

RR

Maryland
(3/18/2026)

RR

Massachusetts
(3/18/2026)

RR

Michigan
(3/18/2026)

RR

Minnesota
(3/18/2026)

RR

Mississippi
(3/18/2026)

RR

Missouri
(3/18/2026)

RR

Montana
(3/18/2026)

RR

Nebraska
(3/18/2026)

RR

Nevada
(3/18/2026)

RR

New Hampshire
(3/18/2026)

RR

New Jersey
(3/18/2026)

RR

New Mexico
(3/18/2026)

RR

New York
(3/18/2026)

RR

North Carolina
(3/18/2026)

RR

North Dakota
(3/18/2026)

RR

Ohio
(3/18/2026)

RR

Oklahoma
(3/18/2026)

RR

Oregon
(3/18/2026)

RR

Pennsylvania
(3/18/2026)

RR

Rhode Island
(3/18/2026)

RR

South Carolina
(3/18/2026)

RR

South Dakota
(3/18/2026)

RR

Texas
(3/18/2026)

IAR

Texas
(3/18/2026)

RR

Utah
(3/18/2026)

RR

Vermont
(3/18/2026)

RR

Virginia
(3/18/2026)

RR

Washington
(3/18/2026)

RR

West Virginia
(3/18/2026)

RR

Wisconsin
(3/18/2026)

RR

Wyoming
(3/18/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Aug 1997About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 1994About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jan 1994About the Series 7 exam

Series 53 — Municipal Securities Principal Examination

Passed Jul 2006About the Series 53 exam

Series 4 — Registered Options Principal Examination

Passed Apr 2006About the Series 4 exam

Series 24 — General Securities Principal Examination

Passed Aug 2005About the Series 24 exam

FINRA

SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Paul Andrew Lehman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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PL

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