Rachel L. Loiko

DIMENSIONAL FUND ADVISORS LP

CHARLOTTE, NC 28203

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CRD#: 4467108

Professional summary

Rachel Lauren Loiko, who also goes by Rachel Lauren Fuchs, Rachel Loiko, 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.

Rachel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Rachel has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rachel Lauren Fuchs | Rachel Loiko

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 Rachel Lauren Loiko'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

January 17, 2025 - Present

DIMENSIONAL FUND ADVISORS LP

Office #1: 1515 S. Tryon St, Charlotte, NC 28203

RIA

CRD#: 106482

CHARLOTTE, NC

Current

January 16, 2025 - Present

DFA SECURITIES LLC

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

CRD#: 10292

Charlotte, NC

Past

April 21, 2008 - October 14, 2024

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

CHARLOTTE, NC

Past

April 16, 2008 - October 14, 2024

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

CHARLOTTE, NC

Past

May 24, 2006 - April 20, 2007

HARTFORD FUNDS DISTRIBUTORS, LLC

RIA

CRD#: 45995

CHARLOTTE, NC

Past

May 24, 2006 - April 20, 2007

HARTFORD FUNDS DISTRIBUTORS, LLC

CRD#: 45995

WAYNE, PA

Past

August 3, 2004 - April 20, 2007

HIMCO DISTRIBUTION SERVICES COMPANY

CRD#: 6604

HARTFORD, CT

Past

June 21, 2004 - June 28, 2004

BOFA DISTRIBUTORS, INC.

CRD#: 30683

BOSTON, MA

Past

January 1, 2003 - June 28, 2004

BACAP DISTRIBUTORS, LLC

RIA

CRD#: 46088

CHARLOTTE, NC

Past

January 1, 2003 - June 21, 2004

BACAP DISTRIBUTORS, LLC

CRD#: 46088

CHARLOTTE, NC

Past

October 30, 2002 - January 1, 2003

STEPHENS

RIA

CRD#: 3496

CHARLOTTE , NC

Past

March 14, 2002 - January 1, 2003

STEPHENS

CRD#: 3496

LITTLE ROCK, AR

Past

November 20, 2001 - March 13, 2002

TRANSAMERICA SECURITIES SALES CORPORATION

CRD#: 17970

LOS ANGELES, CA

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
(1/16/2025)

Alaska
(1/16/2025)

Arizona
(1/16/2025)

Arkansas
(1/16/2025)

California
(1/16/2025)

Colorado
(1/16/2025)

Connecticut
(1/16/2025)

Delaware
(1/16/2025)

District of Columbia
(1/16/2025)

Florida
(1/16/2025)

Georgia
(1/16/2025)

Idaho
(1/16/2025)

Illinois
(1/16/2025)

Indiana
(1/16/2025)

Iowa
(1/16/2025)

Kansas
(1/16/2025)

Kentucky
(1/16/2025)

Louisiana
(1/16/2025)

Maine
(1/16/2025)

Maryland
(1/16/2025)

Massachusetts
(1/16/2025)

Michigan
(1/16/2025)

Minnesota
(1/16/2025)

Mississippi
(1/16/2025)

Missouri
(1/16/2025)

Montana
(1/16/2025)

Nebraska
(1/16/2025)

Nevada
(1/16/2025)

New Hampshire
(1/16/2025)

New Jersey
(1/16/2025)

New Mexico
(1/16/2025)

New York
(1/16/2025)

North Carolina
(1/16/2025)

North Dakota
(1/16/2025)

Ohio
(1/17/2025)

Oklahoma
(1/16/2025)

Oregon
(1/16/2025)

Pennsylvania
(1/16/2025)

Rhode Island
(1/16/2025)

South Carolina
(1/16/2025)

South Dakota
(1/16/2025)

Texas
(1/16/2025)

IAR

Texas
(1/17/2025)

Utah
(1/16/2025)

Vermont
(1/16/2025)

Virginia
(1/16/2025)

Washington
(1/16/2025)

West Virginia
(1/16/2025)

Wisconsin
(1/16/2025)

Wyoming
(1/16/2025)

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 65

Date: 10/25/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/15/2001

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: 5/16/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/19/2001

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/23/2003

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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Advisor Monitoring

Firm Stability Insights

Rachel L. Loiko

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rachel Lauren Loiko's CRS (Customer Relationship Summary).

Certified licenses

Experience

DFA SECURITIES LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

HARTFORD FUNDS DISTRIBUTORS, LLC

HARTFORD FUNDS DISTRIBUTORS, LLC

HIMCO DISTRIBUTION SERVICES COMPANY

BOFA DISTRIBUTORS, INC.

BACAP DISTRIBUTORS, LLC

BACAP DISTRIBUTORS, LLC

STEPHENS

STEPHENS

TRANSAMERICA SECURITIES SALES CORPORATION

Primary Firm SEC Registration

DIMENSIONAL FUND ADVISORS LP

State Registrations and Notice Filings

Exams

Series 65

Date: 10/25/2002

Series 63

Date: 12/15/2001

SIE

Date: 10/1/2018

Series 7

Date: 5/16/2002

Series 6

Date: 11/19/2001

Series 24

Date: 12/23/2003

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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