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Hannah Marie Kaufman

Betterment

New York, NY

CRD 7455219

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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
CA RA APPROVED 2023-09-29
NY RA APPROVED 2023-09-29
TX RA APPROVED 2023-09-29
  • CA RA
    APPROVED
    Since 2023-09-29
  • NY RA
    APPROVED
    Since 2023-09-29
  • TX RA
    APPROVED
    Since 2023-09-29

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
Rs Crum Inc. Newport Beach CA 02/2019 08/2023
Hampton Inn Madison West Madison WI 01/2015 09/2018
Walkner Condon Madison WI 06/2018 09/2018
University Of California At Irvine Irvine CA 09/2018 01/2019
Betterment New York NY 08/2023 Present
  • 02/2019 → 08/2023
    Rs Crum Inc.
    Newport Beach, CA
  • 01/2015 → 09/2018
    Hampton Inn Madison West
    Madison, WI
  • 06/2018 → 09/2018
    Walkner Condon
    Madison, WI
  • 09/2018 → 01/2019
    University Of California At Irvine
    Irvine, CA
  • 08/2023 → Present
    Betterment
    New York, NY
Previous Registrations
Designations
  • Certified Financial Planner
Other Names
  • Hannah Kaufman
  • Hanna M Kaufman

View on SEC IAPD

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