Alyson M. Mcdonald

DIMENSIONAL FUND ADVISORS LP

Austin, TX 78746

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CRD#: 4408407

Professional summary

Alyson Melinda Mcdonald, who also goes by Alyson Melinda Gomez, Alyson Melinda Goodridge, Alyson Melinda Letiecq, Alyson Melinda Unland, is a registered financial advisor currently at DIMENSIONAL FUND ADVISORS LP located in Austin, Texas and DFA SECURITIES LLC located in Austin, Texas.

Alyson is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Alyson has worked at 6 firms and has passed the Series 63, Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alyson Melinda Gomez | Alyson Melinda Goodridge | Alyson Melinda Letiecq | Alyson Melinda Unland

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 Alyson Melinda Mcdonald'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®

None

Experience

Current

May 9, 2012 - Present

DIMENSIONAL FUND ADVISORS LP

Office #1: 6300 Bee Cave Road Building One, Austin, TX 78746

RIA

CRD#: 106482

Austin, TX

Current

April 12, 2012 - Present

DFA SECURITIES LLC

Office #1: Palisades West, Building One 6300 Bee Cave Road, Austin, TX 78746

CRD#: 10292

Austin, TX

Past

May 5, 2006 - October 11, 2011

JONES VILLALTA ASSET MANAGEMENT, LLC

RIA

CRD#: 114193

AUSTIN, TX

Past

March 24, 2005 - October 11, 2011

STEPHEN JONES CAPITAL MANAGEMENT, INC.

RIA

CRD#: 133939

AUSTIN, TX

Past

September 16, 2004 - April 8, 2005

LOCKWOOD FINANCIAL SERVICES, INC.

CRD#: 40655

MALVERN, PA

Past

June 10, 2004 - October 1, 2004

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

AUSTIN, TX

Past

June 10, 2004 - October 1, 2004

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

September 17, 2002 - September 15, 2003

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

AUSTIN, TX

Past

September 9, 2002 - September 15, 2003

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

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

California
(6/27/2014)

IAR

Texas
(5/9/2012)

Texas
(6/27/2014)

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

Series 63

Date: 6/24/2014

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 9/16/2002

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/11/2012

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/22/2023

General Securities Principal 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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Firm Stability Insights

Alyson M. Mcdonald

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alyson Melinda Mcdonald's CRS (Customer Relationship Summary).

Certified licenses

Experience

DFA SECURITIES LLC

JONES VILLALTA ASSET MANAGEMENT, LLC

STEPHEN JONES CAPITAL MANAGEMENT, INC.

LOCKWOOD FINANCIAL SERVICES, INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

DIMENSIONAL FUND ADVISORS LP

State Registrations and Notice Filings

Exams

Series 63

Date: 6/24/2014

Series 66

Date: 9/16/2002

SIE

Date: 10/1/2018

Series 7

Date: 4/11/2012

Series 24

Date: 9/22/2023

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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