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Dana Concetta Trentalange

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
NY RA APPROVED 2021-08-03
TX RA APPROVED 2021-03-30
  • NY RA
    APPROVED
    Since 2021-08-03
  • TX RA
    APPROVED
    Since 2021-03-30

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
The Vanguard Group, Inc. Malvern PA 07/2018 03/2019
King's College Wilkes Barre PA 08/2014 05/2018
Bloomingdale's Inc. Melville NY 05/2015 05/2018
Lewith & Freeman Real Estate Kingston PA 01/2017 05/2018
Betterment Llc New York NY 03/2019 Present
  • 07/2018 → 03/2019
    The Vanguard Group, Inc.
    Malvern, PA
  • 08/2014 → 05/2018
    King's College
    Wilkes Barre, PA
  • 05/2015 → 05/2018
    Bloomingdale's Inc.
    Melville, NY
  • 01/2017 → 05/2018
    Lewith & Freeman Real Estate
    Kingston, PA
  • 03/2019 → Present
    Betterment Llc
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-17
S63 Uniform Securities Agent State Law Examination 2018-09-05
  • S65 Uniform Investment Adviser Law Examination
    2021-03-17
  • S63 Uniform Securities Agent State Law Examination
    2018-09-05
Other Names
  • Dana Concetta Trentalange
  • Dana Trentalange

View on SEC IAPD

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KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
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CRESTVIEW PARTNERS · NEW YORK, NY
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