Alec
Pupo
Betterment
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About this Advisor
Alec Pupo is a financial advisor working in New York, New York with 2 years of relevant experience. Pupo is currently employed by Betterment. Throughout their career, they have worked at The Vanguard Group, Inc, Temple Unversity Fox School Of Business, Sei Investments, Broadview Networks, Temple University Campus Recreation, Fossil, Owen J. Roberts High School and Betterment. Pupo holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is able to work in New York and Texas. Betterment is a registered investment firm that has its headquarters in New York, NY. The company has offices in three locations and a total of 449 financial advisors. It administers $34 billion in assets under management between its 1,009,947 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to four charities and foundations. Of its 1,009,947 client accounts, just 1% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The company performs a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fee schedules largely depend on the type of services. However, fees billed by Betterment may include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Betterment Brokerage Details
$34,327,168,882
449
1,009,947
$33,989
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Alec Pupo Work History
Alec has been registered as a financial advisor for 2 years.*
Betterment
The Vanguard Group, Inc
Sei Investments
Broadview Networks
Temple Unversity Fox School Of Business
Temple University Campus Recreation
Fossil
Owen J. Roberts High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alec Pupo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Betterment
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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