Paul Andrew Lehman
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (7)
- Series 65Series 63Series 53Series 4Series 24SIESeries 7
- Registered states (49)
- Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · South Dakota · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming
- Years in the industry (source record)
- 32
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
No disclosure events are flagged in the source record as of Aug 20, 2026.
This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.
Current firm
From the firm record
- Firm
- Dimensional Fund Advisors LP
- Firm CRD
- 106482
- SEC number
- 801-16283
- Assets under management
- $1.0T as of Mar 24, 2026
- Website
- www.dimensional.com/us-en/individual ↗
- Phone
- 512-306-7400
- Firm location
- Austin, TX, 78746
Employment history (21)
From the source registration record · current first
-
Mar 18, 2026 → present
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Mar 18, 2026 → present
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Sei Investments Distribution Co.BD capacityJan 16, 2026 → Mar 16, 2026
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Sei Investments Management CorpIA capacityJan 16, 2026 → Mar 16, 2026
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Dimensional Fund Advisors LPIA capacityJul 29, 2013 → Jan 13, 2026
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Dfa Securities LLCBD capacityJul 18, 2013 → Jan 13, 2026
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First Citizens Asset Management, IncIA capacityAug 10, 2006 → Feb 26, 2014
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First Citizens Securities CorporationBD capacityJul 19, 2006 → Jun 17, 2013
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First Citizens Investor Services, Inc.IA capacityApr 28, 2005 → Dec 14, 2006
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First Citizens Investor Services, Inc.BD capacityApr 27, 2005 → Dec 14, 2006
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Raymond James Financial ServicesIA capacityAug 27, 2004 → Apr 20, 2005
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Raymond James Financial Services, Inc.BD capacityAug 19, 2004 → Apr 20, 2005
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Wachovia Securities, LLCIA capacityDec 8, 2003 → Aug 13, 2004
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Wachovia Securities, LLCBD capacityOct 1, 2000 → Aug 13, 2004
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First Union Brokerage Services, Inc.BD capacityOct 10, 1997 → Oct 1, 2000
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Key Investments Inc.BD capacityNov 25, 1996 → Oct 6, 1997
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Independent Financial Securities, Inc.BD capacityApr 19, 1996 → Dec 9, 1996
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Natcity Investments, Inc.BD capacityJun 1, 1996 → Nov 27, 1996
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National City Investments CorporationBD capacitySep 20, 1994 → Jun 1, 1996
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Smith Barney Inc.BD capacityJul 13, 1994 → Sep 21, 1994
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Mariner Financial Services, Inc.BD capacityJan 18, 1994 → May 2, 1994
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.