Best Investors Account Sign in
Inactive

Robert John Glotfelty

Betterment

New York, NY

Claim This Profile
Current Employers
Betterment

450 West 33Rd Street Floor 11, New York, NY 10001 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-08-25
TX RA APPROVED 2025-08-25
  • NY RA
    APPROVED
    Since 2025-08-25
  • TX RA
    APPROVED
    Since 2025-08-25

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
Northwestern Mutual Life Insurance Company Milwaukee WI 03/2015 05/2017
Northwestern Mutual Investment Services, Llc Milwaukee WI 06/2015 05/2017
Betterment New York NY 10/2017 01/2019
Betterment New York NY 02/2019 12/2024
Unemployed New York NY 06/2017 09/2017
Range Advisory, Llc Mclean VA 12/2024 07/2025
Betterment New York NY 08/2025 Present
  • 03/2015 → 05/2017
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 06/2015 → 05/2017
    Northwestern Mutual Investment Services, Llc
    Milwaukee, WI
  • 10/2017 → 01/2019
    Betterment
    New York, NY
  • 02/2019 → 12/2024
    Betterment
    New York, NY
  • 06/2017 → 09/2017
    Unemployed
    New York, NY
  • 12/2024 → 07/2025
    Range Advisory, Llc
    Mclean, VA
  • 08/2025 → Present
    Betterment
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-02
  • S65 Uniform Investment Adviser Law Examination
    2018-11-02
Other Names
  • Bobby Glotfelty

View on SEC IAPD

Other Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC
BRIGHTSPIRE CAPITAL ADVISORS, LLC
ACORN ADVISORY CAPITAL, L.P.
COMPASS GROUP LLC
CRESTVIEW PARTNERS
LEEDS EQUITY PARTNERS

Other Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone
Logan Stephen Michals
JONATHAN HARRY SIEGEL
HAL WILLIAM BROWN
RICCARDO MARIA RAINIERI
TEDDY LELLOS

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

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor