Antonio Betancourt

Employer firm

Ethos Financial Group, LLC CRD 321748

$2.14B regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2007 → 11/2017
  Sii Investment Inc
  Clark, NJ
• 11/2017 → 05/2022
  Sagepoint Financial
  Clark, NJ
• 05/2022 → 03/2023
  Ascendant 360 Llc
  Clark, NJ
• 03/2022 → 03/2023
  Ascendant 360 Llc
  Clark, NJ
• 05/2022 → Present
  Antonio Betancourt, Sole Proprietor
  Clark, NJ
• 01/2008 → 11/2017
  Sii Investments, Inc.
  Clark, NJ
• 03/2023 → Present
  Ethos Financial Group, Llc
  King Of Prussia, PA

Previous Registrations

• 2022-09-27 → 2023-04-05
  Ascendant 360 Llc
  Clark, NJ
• 2017-11-28 → 2022-06-23
  Osaic Services, Inc.
  Clark, NJ
  Clark, NJ
  Phoenix, AZ
• 2008-01-30 → 2017-11-29
  Sii Investments, Inc.
  Clark, NJ
  Appleton, WI
  Clark, NJ

Other Businesses

Antonio Betancourt, Sole Proprietor; Clark, NJ; Investment Related; Insurance Agent; Fixed Insurance Sales; Started 05/2022; Approximately 20% of time will be spent in this activity.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-07-23

Designations

• Certified Financial Planner

Other Names

• Tony Betancourt