Mitchell M. Schorr
Professional summary
Mitchell Mccartney Schorr 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.
Mitchell is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Mitchell has worked at 7 firms and has passed the Series 66, SIE, Series 87, Series 86, Series 31, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mitchell Mccartney Schorr's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 13, 2014 - Present
DIMENSIONAL FUND ADVISORS LP
Office #1: 1515 South Tryon Street, Charlotte, NC 28203October 13, 2014 - Present
DFA SECURITIES LLC
Office #1: 1515 South Tryon Street, Charlotte, NC 28203November 14, 2011 - August 29, 2014
VANGUARD MARKETING CORPORATION
January 4, 2011 - October 20, 2011
E. S. BARR & COMPANY
September 13, 2010 - October 12, 2010
MORGAN STANLEY
February 28, 2006 - September 15, 2010
MORGAN STANLEY & CO. LLC
February 23, 2006 - September 15, 2010
MORGAN STANLEY & CO. LLC
October 31, 2002 - February 17, 2006
MORGAN STANLEY DW INC.
May 6, 2002 - February 17, 2006
MORGAN STANLEY DW INC.
Primary Firm SEC Registration
DIMENSIONAL FUND ADVISORS LP
CRD#: 106482 / SEC#: 801-16283
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
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Exams
FINRA
Current Firm
DIMENSIONAL FUND ADVISORS LP
CRD#: 106482 / SEC#: 801-16283
Contact information
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
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