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Betterment CRD 149117
$69.5B regulatory AUM 246 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
450 West 33Rd Street Floor 11, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-12-06 |
Branch Locations
450 West 33Rd Street Floor 11, New York, NY 10001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wisdomtree Asset Management, Inc. | New York | NY | 02/2016 | 03/2019 |
| Foreside Fund Services, Llc | New York | NY | 03/2016 | 03/2019 |
| Ubs Financial Services Inc. | New York | NY | 03/2019 | 11/2019 |
| Stash Capital Llc | New York | NY | 12/2019 | 08/2021 |
| Stash Financial Inc | New York | NY | 12/2019 | 08/2021 |
| Betterment | New York | NY | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-22 |
| S66 | Uniform Combined State Law Examination | 2014-03-24 |
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