SA
Steven J. Atkinson
DIMENSIONAL FUND ADVISORS LP
Austin, TX 78746
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CRD#: 2908997
SA
Professional summary
Steven James Atkinson, who also goes by Steve Atkinson, is a registered financial advisor currently at DIMENSIONAL FUND ADVISORS LP located in Austin, Texas and DFA SECURITIES LLC located in Austin, Texas.
Steven is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Steven has worked at 10 firms and has passed the Series 66, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Steve Atkinson
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.
1) Buckingham Strategic Partners; Investment Related; Edwards, CO; 11/27/2018; Investment; Managing Director, Advisor Relations; Oversee an manage an advisor consulting team, strategic relations team, and other sales team efforts; 160 hours per month with 160 during trading hours. 2) BAM Managment LLC; Investment Related; Clayton, MO; 12/01/2018; Wealth management; Member; �?� I am a Member of BAM Management LLC. Pursuant to a management agreement (the �??management agreement�?) between BAM Advisor Services, LLC d/b/a Loring Ward (�??Loring Ward�?), Buckingham Asset Management, LLC (�??Buckingham�?), Focus Financial Partners and BAM Management (�??the Management Company�?), the Management Company has agree to provide persons, including me, to serve as officers of BAM and Buckingham, who, in such capacity, are responsible for the management, supervision, and oversight of Loring Ward and Buckingham. Outside of this management agreement, the Management Company is not engaged in any other business activities, including that it does not provide investment advisory or securities related services; 160 hours per month with 0 during trading hours. 3.) IN ADDITION TO BEING AN INVESTMENT ADVISOR REPRESENTATIVE OF BUCKINGHAM STRATEGIC PARTNERS, LLC, THIS ASSOCIATE IS A REGISTERED REPRESENTATIVE OF FORESIDE FINANCIAL SERVICES, LLC, AN UNAFFILIATED BROKER DEALER. THE ASSOCIATE IS A REGISTERED REPRESENTATIVE FOR PURPOSES OF FORESIDE FINANCIAL SERVICES, LLC. ACTING AS THE MUTUAL FUND DISTRIBUTOR FOR THE SA FUND UNDER BUCKINGHAM STRATEGIC PARTNERS, LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Steven James Atkinson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 5, 2025 - Present
DIMENSIONAL FUND ADVISORS LP
Office #1: 6300 Bee Cave Road Building One, Austin, TX 78746RIA
CRD#: 106482
Austin, TX
Current
August 5, 2025 - Present
DFA SECURITIES LLC
Office #1: Palisades West, Building One 6300 Bee Cave Road, Austin, TX 78746BD
CRD#: 10292
Austin, TX
Past
February 13, 2025 - July 1, 2025
AMERICAN CENTURY INVESTMENT SERVICES INC.
BD
CRD#: 17437
KANSAS CITY, MO
Past
December 14, 2018 - October 18, 2023
FOCUS PARTNERS ADVISOR SOLUTIONS, LLC
RIA
CRD#: 143319
ST. LOUIS, MO
Past
October 29, 2018 - October 5, 2023
FORESIDE FINANCIAL SERVICES, LLC
BD
CRD#: 148477
St. Louis, MO
Past
August 5, 2005 - December 14, 2018
LWI FINANCIAL INC.
RIA
CRD#: 111861
OMAHA, NE
Past
August 5, 2005 - October 29, 2018
LORING WARD SECURITIES INC.
BD
CRD#: 46337
SAN JOSE, CA
Past
October 6, 2003 - June 20, 2005
NORTHERN LIGHTS DISTRIBUTORS, LLC
BD
CRD#: 126159
ELKHORN, NE
Past
April 10, 2000 - August 12, 2005
ORION PORTFOLIO SOLUTIONS, LLC
RIA
CRD#: 107975
OMAHA, NE
Past
August 26, 1997 - November 6, 2003
ORBITEX FUNDS DISTRIBUTOR, INC.
BD
CRD#: 41453
STAMFORD, CT
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 - (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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(8/5/2025)
RR
Alaska(8/5/2025)
RR
Arizona(8/5/2025)
RR
Arkansas(8/5/2025)
RR
California(8/5/2025)
RR
Colorado(8/5/2025)
RR
Connecticut(8/5/2025)
RR
Delaware(8/5/2025)
RR
District of Columbia(8/5/2025)
RR
Florida(8/5/2025)
RR
Georgia(8/5/2025)
RR
Idaho(8/5/2025)
RR
Illinois(8/5/2025)
RR
Indiana(8/5/2025)
RR
Iowa(8/5/2025)
RR
Kansas(8/5/2025)
RR
Kentucky(8/5/2025)
RR
Louisiana(8/5/2025)
RR
Maine(8/5/2025)
RR
Maryland(8/5/2025)
RR
Massachusetts(8/5/2025)
RR
Michigan(8/5/2025)
RR
Minnesota(8/5/2025)
RR
Mississippi(8/5/2025)
RR
Missouri(8/5/2025)
RR
Montana(8/5/2025)
RR
Nebraska(8/5/2025)
RR
Nevada(8/5/2025)
RR
New Hampshire(8/5/2025)
RR
New Jersey(8/5/2025)
RR
New Mexico(8/5/2025)
RR
New York(8/5/2025)
RR
North Carolina(8/5/2025)
RR
North Dakota(8/5/2025)
RR
Ohio(8/5/2025)
RR
Oklahoma(8/5/2025)
RR
Oregon(8/5/2025)
RR
Pennsylvania(8/5/2025)
RR
Rhode Island(8/5/2025)
RR
South Carolina(8/5/2025)
RR
South Dakota(8/5/2025)
RR
Texas(8/5/2025)
IAR
Texas(8/5/2025)
RR
Utah(8/5/2025)
RR
Vermont(8/5/2025)
RR
Virginia(8/5/2025)
RR
Washington(8/5/2025)
RR
West Virginia(8/5/2025)
RR
Wisconsin(8/5/2025)
RR
Wyoming(8/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
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
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Contact information
Main Address
6300 Bee Cave Road Building One, Austin, TX 78746
Mailing Address
Phone number
(512) 306-7400
Established
Firm type
Fiscal year end
# of Employees
1,135
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,611 |
| AUM (Assets Under Management) | $ 835,713,261,770 |
Red Flags
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.
