BETTERMENT LLC

BETTERMENT
NEW YORK, New York·10 registered advisors·CRD# 149117
SEC# 801-701712212-228-1328
01

Firm Overview

AUM
$45.9B
Regulatory assets under management
Employees
532
Total firm employees
Advisors
10
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BETTERMENT LLC

10 registered advisors
Alex Clayton Benke
NEW YORK, New York
Benjamin Todd Alden
NEW YORK, New York
Dustin Mathias Lucien
NEW YORK, New York
Jonathan Babcock Stein
NEW YORK, New York
Khaley A Sestak
NEW YORK, New York
Kimberly Noel Chehardy
NEW YORK, New York
Paul Robert Walsh
NEW YORK, New York
Peter Brailler Lorimer
NEW YORK, New York
Sarah Kirshbaum Levy
NEW YORK, New York
Seth Joseph Rosenbloom
NEW YORK, New York
05

Office Locations

NEW YORK, New York
10 advisors

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Data sourced from SEC Form ADV filings. BETTERMENT LLC (CRD# 149117) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.