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David Axell Calderon

Betterment

New York, NY

CRD 8018567

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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

AuthorityCategoryStatusDate
IL RA APPROVED 2026-01-30
NY RA APPROVED 2026-01-30
TX RA APPROVED 2026-01-30
  • IL RA
    APPROVED
    Since 2026-01-30
  • NY RA
    APPROVED
    Since 2026-01-30
  • TX RA
    APPROVED
    Since 2026-01-30

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
Chicago Public Schools Chicago IL 01/2014 08/2020
Cme Group Chicago IL 08/2019 06/2020
University Of Illinois Urbana Champaign Urbana IL 08/2020 09/2024
Savant Wealth Management Bloomington IL 09/2024 05/2025
Cdw Chicago IL 02/2021 08/2021
Vivaldi Capital Management Chicago IL 06/2023 08/2023
Betterment New York NY 11/2025 Present
Unemployed Champaign IL 05/2025 11/2025
  • 01/2014 → 08/2020
    Chicago Public Schools
    Chicago, IL
  • 08/2019 → 06/2020
    Cme Group
    Chicago, IL
  • 08/2020 → 09/2024
    University Of Illinois Urbana Champaign
    Urbana, IL
  • 09/2024 → 05/2025
    Savant Wealth Management
    Bloomington, IL
  • 02/2021 → 08/2021
    Cdw
    Chicago, IL
  • 06/2023 → 08/2023
    Vivaldi Capital Management
    Chicago, IL
  • 11/2025 → Present
    Betterment
    New York, NY
  • 05/2025 → 11/2025
    Unemployed
    Champaign, IL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-20
  • S65 Uniform Investment Adviser Law Examination
    2024-11-20

View on SEC IAPD

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