Betterment Securities

Overview

Betterment Securities is organized as a limited liability company and appears in FINTRX as an SEC-registered entity since 1999. Ownership is listed as a combination of a domestic entity and an individual; the firm’s classification is recorded as unclassified. The FINTRX profile indicates the firm does not act as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The dataset does not include descriptive material about the firm’s advisory services, client segments, fee models, or specific business activities. FINTRX also does not report client counts or assets under management for Betterment Securities, so there is no publicly supplied breakdown of its client base or typical account sizes in this record.

Location & Offices