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Alec Daniel Pupo

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 2021-11-19
TX RA APPROVED 2021-11-19
  • NY RA
    APPROVED
    Since 2021-11-19
  • TX RA
    APPROVED
    Since 2021-11-19

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 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
  • 09/2018 → 10/2021
    The Vanguard Group, Inc.
    Malvern, PA
  • 08/2014 → 06/2018
    Temple Unversity Fox School Of Business
    Philadelphia, PA
  • 01/2017 → 08/2017
    Sei Investments
    Oaks, PA
  • 06/2015 → 01/2017
    Broadview Networks
    King Of Prussia, PA
  • 12/2014 → 12/2016
    Temple University Campus Recreation
    Philadelphia, PA
  • 10/2021 → Present
    Betterment
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-08
S63 Uniform Securities Agent State Law Examination 2018-11-13
  • S66 Uniform Combined State Law Examination
    2020-07-08
  • S63 Uniform Securities Agent State Law Examination
    2018-11-13
Other Names
  • Alec Pupo
  • Alec Daniel Pupo

View on SEC IAPD

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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

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