TrueAdvisor
TrueAdvisor
DS
DS

Dylan Schwaber

Betterment
6 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingTax PlanningEstate Planning
Betterment
Compensation
Fee-Only (AUM)
Firm Size
26 advisors
Number of Clients
923,777 clients
Average Client Portfolio
$61K average
Assets Under Management
$56.4B

Fee Structure

Minimum Investment:$10
Financial Planning:Included in AUM fee

Location

450 West 33rd Street, Floor 11, New York, NY, 10001

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Betterment
November 2021 - Present · 4 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2017 - September 2020 · 2 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
September 2017 - September 2020 · 3 yrs
State Registrations2 states
NYTX
Advisor
Exams
No exam information available for this advisor.