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Inactive

Sara Kalsman

Betterment

New York, NY

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Current Employers
Betterment

450 West 33Rd Street Floor 11, New York, NY 10001 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-11-02
NY RA APPROVED 2021-11-02
TX RA APPROVED 2021-11-02
  • CA RA
    APPROVED
    Since 2021-11-02
  • NY RA
    APPROVED
    Since 2021-11-02
  • TX RA
    APPROVED
    Since 2021-11-02

Branch Locations

450 West 33Rd Street Floor 11, New York, NY 10001 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Beacon Pointe Wealth Advisors, Llc Newport Beach CA 03/2016 01/2020
Beacon Pointe Advisors, Llc Newport Beach CA 03/2016 01/2020
Beacon Pointe Insurance Services, Llc Newport Beach CA 03/2016 01/2020
One Capital Management, Llc Westlake Village CA 01/2020 09/2021
Betterment Llc New York NY 09/2021 Present
  • 03/2016 → 01/2020
    Beacon Pointe Wealth Advisors, Llc
    Newport Beach, CA
  • 03/2016 → 01/2020
    Beacon Pointe Advisors, Llc
    Newport Beach, CA
  • 03/2016 → 01/2020
    Beacon Pointe Insurance Services, Llc
    Newport Beach, CA
  • 01/2020 → 09/2021
    One Capital Management, Llc
    Westlake Village, CA
  • 09/2021 → Present
    Betterment Llc
    New York, NY
Previous Registrations
  • 2020-01-07 → 2021-09-29
    One Capital Management, Llc
    Westlake Village, CA
  • 2016-03-23 → 2020-01-02
    Beacon Pointe Advisors, Llc
    Santa Barbara, CA
    Newport Beach, CA
  • 2016-03-23 → 2020-01-02
    Beacon Pointe Wealth Advisors, Llc
    Santa Barbara, CA
    Newport Beach, CA
  • 2015-02-21 → 2016-02-19
    Reilly Financial Advisors
    La Mesa, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-02-21
  • S65 Uniform Investment Adviser Law Examination
    2015-02-21
Designations
Other Names
  • Sara B Kalsman
  • Sara Brittany Kalsman

View on SEC IAPD

Other Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC
BRIGHTSPIRE CAPITAL ADVISORS, LLC
ACORN ADVISORY CAPITAL, L.P.
COMPASS GROUP LLC
CRESTVIEW PARTNERS
LEEDS EQUITY PARTNERS

Other Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone
Logan Stephen Michals
JONATHAN HARRY SIEGEL
HAL WILLIAM BROWN
RICCARDO MARIA RAINIERI
TEDDY LELLOS

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

More in New York, NY

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