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Eli Gold Savelle

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
CA RA APPROVED 2024-07-23
TX RA APPROVED_RES 2024-07-23
  • CA RA
    APPROVED
    Since 2024-07-23
  • TX RA
    APPROVED_RES
    Since 2024-07-23

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
Olympic Athletic Club Seattle WA 07/2016 06/2017
University Of Washington Seattle WA 08/2013 06/2017
Hornor, Townsend & Kent, Inc. Horsham PA 06/2017 01/2018
Penn Mutual Life Insurance Company Horsham PA 06/2017 01/2018
Unemployed Seattle WA 02/2018 03/2018
Tdameritrade Bellevue WA 04/2018 12/2022
Charles Schwab And Co., Inc. Bellevue WA 12/2022 05/2023
The Prudential Insurance Company Of America San Diego CA 05/2023 05/2024
Pruco Securities, Llc San Diego CA 05/2023 05/2024
Betterment New York NY 05/2024 Present
  • 07/2016 → 06/2017
    Olympic Athletic Club
    Seattle, WA
  • 08/2013 → 06/2017
    University Of Washington
    Seattle, WA
  • 06/2017 → 01/2018
    Hornor, Townsend & Kent, Inc.
    Horsham, PA
  • 06/2017 → 01/2018
    Penn Mutual Life Insurance Company
    Horsham, PA
  • 02/2018 → 03/2018
    Unemployed
    Seattle, WA
  • 04/2018 → 12/2022
    Tdameritrade
    Bellevue, WA
  • 12/2022 → 05/2023
    Charles Schwab And Co., Inc.
    Bellevue, WA
  • 05/2023 → 05/2024
    The Prudential Insurance Company Of America
    San Diego, CA
  • 05/2023 → 05/2024
    Pruco Securities, Llc
    San Diego, CA
  • 05/2024 → Present
    Betterment
    New York, NY
Previous Registrations
  • 2023-05-16 → 2024-05-24
    Pruco Securities, Llc.
    San Diego, CA
  • 2022-01-26 → 2023-05-17
    Charles Schwab & Co., Inc.
    San Diego, CA
  • 2018-04-18 → 2023-05-17
    Td Ameritrade Investment Management, Llc
    Bellevue, WA
    San Diego, CA
    San Diego, CA
  • 2018-04-18 → 2022-10-14
    Td Ameritrade, Inc.
    Bellevue, WA
    San Diego, CA
  • 2018-01-04 → 2018-01-26
    Hornor, Townsend & Kent, Llc
    Bellevue, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-16
  • S66 Uniform Combined State Law Examination
    2017-10-16
Other Names
  • Eli Savelle
  • Eli G Savelle

View on SEC IAPD

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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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