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Ross Azzolina Florance

Betterment

Roque Bluffs, ME

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
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
OrganizationCityStateFromTo
Betterment New York NY 03/2015 Present
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
CodeExamDate
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

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