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Chief Financial Officer · Betterment

Peter B. Lorimer

CRD 5323735 · Named on Form ADV at one SEC-registered adviser

At a glance

Betterment, an SEC-registered wealth manager based in New York, NY with $69.5 billion in regulatory assets, lists Peter B. Lorimer on its Form ADV as Chief Financial Officer, a control person.

Firms and roles

  • BettermentChief Financial OfficerWealth manager · New York, NY · $70B in regulatory assets

AtlasMembers

Peter’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Peter’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.