Eli Gold Savelle

Betterment

7 Years of Experience

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.

Employment History

Current Registrations

Betterment

July 2024 - Present · 1 yr 7 mos

Previous Registrations

Prudential Financial Planning Services

May 2023 - May 2024 · 1 yr

Pruco Securities, LLC.Broker

May 2023 - May 2024 · 1 yr

Charles Schwab & CO., INC.

January 2022 - May 2023 · 1 yr 4 mos

Charles Schwab & CO., INC.Broker

January 2022 - May 2023 · 1 yr 4 mos

TD Ameritrade, INC.Broker

April 2018 - May 2023 · 5 yrs 1 mo

TD Ameritrade Investment Management, LLC

April 2018 - May 2023 · 5 yrs 1 mo

TD Ameritrade, INC.

April 2018 - October 2022 · 4 yrs 6 mos

Hornor, Townsend & Kent, INC.

January 2018 - January 2018 · 0 mos

Hornor, Townsend & Kent, INC.Broker

August 2017 - January 2018 · 5 mos

State Registrations2 states

CATX

Advisor

Exams

No exam information available for this advisor.