SD
CFA
SD
CFA

Samuel Dewitt

8 Years of Experience
Austin, TX
Broker

Samuel Dewitt is a CFA-designated registered investment advisor, based in Austin, TX, with 8 years of industry experience.

Location

6300 Bee Cave Road, Building One, Austin, TX, 78746

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Dfa Securities LLCBroker
August 2025 - Present · 9 mos
Dimensional Fund Advisors LP
July 2025 - Present · 10 mos
Previous Registrations
Blackrock Investments, LLCBroker
November 2021 - January 2024 · 2 yrs 2 mos
Blackrock Investment Management, LLC
November 2021 - January 2024 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2020 - October 2021 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2020 - October 2021 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2016 - December 2017 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2016 - December 2017 · 1 yr 3 mos
UBS Financial Services INC.
December 2014 - August 2016 · 1 yr 8 mos
UBS Financial Services INC.Broker
December 2014 - August 2016 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2012 - January 2013 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2012 - January 2013 · 1 mo
Ing Financial Partners, INC
January 2012 - July 2012 · 6 mos
Ing Financial Partners, INC.Broker
December 2011 - July 2012 · 7 mos
State Registrations49 states
AKALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.