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Betterment CRD 149117
$69.5B regulatory AUM 246 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
450 West 33Rd Street Floor 11, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-11-19 |
| TX | RA | APPROVED | 2021-11-19 |
Branch Locations
450 West 33Rd Street Floor 11, New York, NY 10001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 09/2018 | 10/2021 |
| Temple Unversity Fox School Of Business | Philadelphia | PA | 08/2014 | 06/2018 |
| Sei Investments | Oaks | PA | 01/2017 | 08/2017 |
| Broadview Networks | King Of Prussia | PA | 06/2015 | 01/2017 |
| Temple University Campus Recreation | Philadelphia | PA | 12/2014 | 12/2016 |
| Betterment | New York | NY | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-13 |
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