Gavin T. Fox
Professional summary
Gavin Timothy Fox, who also goes by Gavin Fox, Gavin Timothy Fox, 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.
Gavin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Gavin has worked at 5 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gavin Timothy Fox's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 13, 2025 - Present
DIMENSIONAL FUND ADVISORS LP
Office #1: 1515 S Tryon St, Charlotte, NC 28203January 13, 2025 - Present
DFA SECURITIES LLC
Office #1: 1515 South Tryon Street, Charlotte, NC 28203August 25, 2022 - January 10, 2025
VANGUARD ADVISERS, INC.
August 1, 2022 - January 10, 2025
VANGUARD MARKETING CORPORATION
October 6, 2021 - June 2, 2022
MCADAM LLC
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
(1/13/2025)
(1/13/2025)
Exams
Series 7TO
Date: 8/1/2022
General Securities Representative ExaminationFINRA
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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