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Inactive

Kyle Mcbrien

Betterment

Algonquin, IL

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
IL RA APPROVED 2025-10-10
NY RA APPROVED 2021-10-25
TX RA APPROVED 2021-10-25
  • IL RA
    APPROVED
    Since 2025-10-10
  • NY RA
    APPROVED
    Since 2021-10-25
  • TX RA
    APPROVED
    Since 2021-10-25

Branch Locations

Algonquin, IL • United States

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
Plante Moran Financial Advisors Chicago IL 08/2017 08/2021
Unemployed Lake Villa IL 05/2017 08/2017
Mr. Delivery Bloomington IN 01/2017 05/2017
Indiana University Bloomington IN 08/2013 05/2017
Betterment Llc New York, Ny NY 09/2021 Present
  • 08/2017 → 08/2021
    Plante Moran Financial Advisors
    Chicago, IL
  • 05/2017 → 08/2017
    Unemployed
    Lake Villa, IL
  • 01/2017 → 05/2017
    Mr. Delivery
    Bloomington, IN
  • 08/2013 → 05/2017
    Indiana University
    Bloomington, IN
  • 09/2021 → Present
    Betterment Llc
    New York, Ny, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-04-17
  • S65 Uniform Investment Adviser Law Examination
    2018-04-17
Designations
Other Names
  • Kyle Thomas Mcbrien

View on SEC IAPD

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