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Sarah Kirshbaum Levy

BETTERMENT LLC·NEW YORK, New York
Unclaimed Profile
450 WEST 33RD STREET, NEW YORK, NY 10001CRD# 7320919Firm CRD# 149117
01

About

Sarah Kirshbaum Levy is a registered financial advisor based in NEW YORK, New York, affiliated with BETTERMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BETTERMENT LLC
BETTERMENT
AUM
$45.9B
Regulatory assets under management
Employees
532
Total firm employees
View all advisors at BETTERMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7320919
Firm CRD# 149117
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sarah Kirshbaum Levy offer?
Sarah Kirshbaum Levy specializes in Financial Planning, Investment Management. Contact their office in NEW YORK, New York for a consultation.
What are Sarah Kirshbaum Levy's credentials?
Sarah Kirshbaum Levy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sarah Kirshbaum Levy located?
Sarah Kirshbaum Levy is based in NEW YORK, New York, working with BETTERMENT LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Sarah Kirshbaum Levy charge for services?
Sarah Kirshbaum Levy's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BETTERMENT LLC?
BETTERMENT LLC has approximately 532 employees and manages $45.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BETTERMENT LLC

Paul Robert Walsh
NEW YORK, NY
Alex Clayton Benke
NEW YORK, NY
Benjamin Todd Alden
NEW YORK, NY
Dustin Mathias Lucien
NEW YORK, NY
Jonathan Babcock Stein
NEW YORK, NY
Kimberly Noel Chehardy
NEW YORK, NY

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