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Chief Executive Officer · Betterment

Sarah K. Levy

CRD 7320919 · 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 Sarah K. Levy on its Form ADV as Chief Executive Officer, a control person.

Firms and roles

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

AtlasMembers

Sarah’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
1 firmLocked
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 Sarah’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.