Best Investors Account Sign in
Inactive

Mario Landeros

Betterment

New York, NY

Claim This Profile
Current Employers
Betterment

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-03-27
NY RA APPROVED 2024-03-27
TX RA APPROVED 2024-03-27
  • CA RA
    APPROVED
    Since 2024-03-27
  • NY RA
    APPROVED
    Since 2024-03-27
  • TX RA
    APPROVED
    Since 2024-03-27

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
Cal State University - Sacramento Sacramento CA 08/2014 05/2017
Allworth Financial Sacramento CA 01/2016 12/2017
Allworth Financial Sacramento CA 01/2018 07/2021
Allworth Financial Sacramento CA 07/2021 12/2022
Spectrum Wealth Advisory Group Granite Bay CA 03/2023 08/2023
Lpl Financial, Llc Granite Bay CA 03/2023 08/2023
Unemployed Sacramento CA 08/2023 03/2024
Betterment New York NY 03/2024 Present
  • 08/2014 → 05/2017
    Cal State University - Sacramento
    Sacramento, CA
  • 01/2016 → 12/2017
    Allworth Financial
    Sacramento, CA
  • 01/2018 → 07/2021
    Allworth Financial
    Sacramento, CA
  • 07/2021 → 12/2022
    Allworth Financial
    Sacramento, CA
  • 03/2023 → 08/2023
    Spectrum Wealth Advisory Group
    Granite Bay, CA
  • 03/2023 → 08/2023
    Lpl Financial, Llc
    Granite Bay, CA
  • 08/2023 → 03/2024
    Unemployed
    Sacramento, CA
  • 03/2024 → Present
    Betterment
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-07
  • S65 Uniform Investment Adviser Law Examination
    2018-12-07
Designations
Other Names
  • Mario Vincent Najera
  • Mario Najera

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

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor