Betterment

Betterment (CRD# 149117) is a financial advisory firm headquartered in New York, NY. They manage $11,851,677,971 in 392,550 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    11,852
    MILLION
  • Total Number of Accounts
    392,550
    ACCOUNTS
  • Average Account Value
    $30,192
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Betterment
Showing 1 - 8 of 8 top financial advisors.
1
Christine A. Celaya
CRD#: 5689694
53 West 23rd Street, New York, NY 10010
96
Wealthminder
score

Christine Celaya (CRD# 5689694) is an Investment Advisor Representative working at Betterment in New York, NY and has over 6 years of experience in the finance industry. Christine Celaya has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Marshay A. Clarke
CRD#: 6348850
53 West 23rd Street, New York, NY 10010
93
Wealthminder
score

Marshay Clarke (CRD# 6348850) is an Investment Advisor Representative working at Betterment in New York, NY and has over 3 years of experience in the finance industry. Marshay Clarke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Michael C. Coleman
CRD#: 6298665
53 West 23rd Street, New York, NY 10010
93
Wealthminder
score

Michael Coleman (CRD# 6298665) is an Investment Advisor Representative working at Betterment in New York, NY and has over 3 years of experience in the finance industry. Michael Coleman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Nicholas A. Holeman
CRD#: 6116390
61 West 23rd Street, New York, NY 10010
93
Wealthminder
score

Nicholas Holeman (CRD# 6116390) is an Investment Advisor Representative working at Betterment in New York, NY and has over 3 years of experience in the finance industry. Nicholas Holeman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Garrett K. Oakley
CRD#: 6242597
53 West 23rd Street, New York, NY 10010
93
Wealthminder
score

Garrett Oakley (CRD# 6242597) is an Investment Advisor Representative working at Betterment in New York, NY and has over 4 years of experience in the finance industry. Garrett Oakley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Alex C. Benke
CRD#: 5414851
61 West 23rd Street, 4th Floor, New York, NY 10010
90
Wealthminder
score

Alex Benke (CRD# 5414851) is an Investment Advisor Representative working at Betterment in New York, NY and has 1 year of experience in the finance industry. Alex Benke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Andrew M. Westlin
CRD#: 6540200
53 West 23rd Street, New York, NY 10010
89
Wealthminder
score

Andrew Westlin (CRD# 6540200) is an Investment Advisor Representative working at Betterment in New York, NY and has over 2 years of experience in the finance industry.

8
Frederick W. Egler
CRD#: 6872161
53 West 23rd Street, New York, NY 10010
87
Wealthminder
score

Frederick Egler (CRD# 6872161) is an Investment Advisor Representative working at Betterment in New York, NY and has 1 year of experience in the finance industry.

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