Ross Azzolina Florance

Employer firm

Betterment CRD 149117

$69.5B regulatory AUM 246 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Betterment

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

Current Registrations

Authority	Category	Status	Date
ME	RA	APPROVED	2025-10-01
NY	RA	APPROVED	2025-08-30
TX	RA	APPROVED	2025-08-30

ME RA
APPROVED

Since 2025-10-01
NY RA
APPROVED

Since 2025-08-30
TX RA
APPROVED

Since 2025-08-30

Branch Locations

Roque Bluffs, ME • United States

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

Organization	City	State	From	To
Betterment	New York	NY	03/2015	Present

03/2015 → Present

Betterment

New York, NY

Other Businesses

Name: La Laiterie; Investment-related: No; Address: 313 East Kennebec Road, Machias, ME 04654; Nature: Coffee Shop; Position: Owner; Title: Owner; Start Date: 7/21/2023; Hours/Month: 100; Time During Trading Hours: 0; Duties: Owner

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-08-30

S65 Uniform Investment Adviser Law Examination

2025-08-30

Other Names

Ross Azzolina Florance
Ross Florance

View on SEC IAPD