Robert C. Burns

DIMENSIONAL FUND ADVISORS LP

CHARLOTTE, NC 28203

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CRD#: 3179824

Professional summary

Robert Chadwick Burns, CIMA®, who also goes by Chad Burns, is a registered financial advisor currently at DIMENSIONAL FUND ADVISORS LP located in Charlotte, North Carolina and DFA SECURITIES LLC located in Charlotte, North Carolina.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Robert has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chad Burns

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Chadwick Burns's CRS (Customer Relationship Summary).

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®

CIMA^®

Certified Investment Management Analyst

Experience

Current

July 15, 2019 - Present

DIMENSIONAL FUND ADVISORS LP

Office #1: 1515 South Tryon St, Charlotte, NC 28203

RIA

CRD#: 106482

CHARLOTTE, NC

Current

July 15, 2019 - Present

DFA SECURITIES LLC

Office #1: 1515 South Tryon Street, Charlotte, NC 28203

CRD#: 10292

Charlotte, NC

Past

August 3, 2010 - June 27, 2019

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Austin, TX

Past

January 4, 2006 - December 31, 2009

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Austin, TX

Past

March 28, 2003 - December 31, 2005

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Austin, TX

Past

September 23, 1999 - June 27, 2019

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Austin, TX

Past

March 23, 1999 - September 24, 1999

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

March 23, 1999 - September 24, 1999

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

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.

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

Alabama
(7/15/2019)

Alaska
(7/15/2019)

Arizona
(7/15/2019)

Arkansas
(7/15/2019)

California
(7/15/2019)

Colorado
(7/15/2019)

Connecticut
(7/15/2019)

Delaware
(7/15/2019)

District of Columbia
(7/15/2019)

Florida
(7/15/2019)

Georgia
(7/15/2019)

Idaho
(7/15/2019)

Illinois
(7/15/2019)

Indiana
(7/15/2019)

Iowa
(7/15/2019)

Kansas
(7/15/2019)

Kentucky
(7/15/2019)

Louisiana
(7/15/2019)

Maine
(7/15/2019)

Maryland
(7/15/2019)

Massachusetts
(7/15/2019)

Michigan
(7/15/2019)

Minnesota
(7/15/2019)

Mississippi
(7/15/2019)

Missouri
(7/15/2019)

Montana
(7/15/2019)

Nebraska
(7/15/2019)

Nevada
(7/15/2019)

New Hampshire
(7/15/2019)

New Jersey
(7/15/2019)

New Mexico
(7/15/2019)

New York
(7/15/2019)

North Carolina
(7/15/2019)

North Dakota
(7/15/2019)

Ohio
(7/15/2019)

Oklahoma
(7/15/2019)

Oregon
(7/15/2019)

Pennsylvania
(7/15/2019)

Puerto Rico
(7/30/2019)

Rhode Island
(7/15/2019)

South Carolina
(7/15/2019)

South Dakota
(7/15/2019)

Texas
(7/15/2019)

IAR

Texas
(7/15/2019)

Utah
(7/15/2019)

Vermont
(7/15/2019)

Virginia
(7/15/2019)

Washington
(7/15/2019)

West Virginia
(7/15/2019)

Wisconsin
(7/15/2019)

Wyoming
(7/15/2019)

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

State Security Law Exam

IAR

Series 66

Date: 6/2/2010

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/8/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/22/1999

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 8/5/2002

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 7/1/2002

General Securities Sales Supervisor - Options Module Examination

SRO Registrations

FINRA

Current Firm

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)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DIMENSIONAL FUND ADVISORS LP FORM ADV PART 2A - ANNUAL AMENDMENT DATED MARCH 31, 2025 (3/31/2025)

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.

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Advisor Monitoring

Firm Stability Insights

Robert C. Burns

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Chadwick Burns's CRS (Customer Relationship Summary).

Certified licenses

Experience

DFA SECURITIES LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

DIMENSIONAL FUND ADVISORS LP

State Registrations and Notice Filings

Exams

Series 66

Date: 6/2/2010

Series 63

Date: 2/8/1999

SIE

Date: 10/1/2018

Series 7

Date: 3/22/1999

Series 10

Date: 8/5/2002

Series 9

Date: 7/1/2002

FINRA

Current Firm

DIMENSIONAL FUND ADVISORS LP

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DIMENSIONAL FUND ADVISORS LP

TRUST BUT VERIFY

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