Alec
Pupo
Betterment
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About this Advisor
Alec Pupo is a financial advisor based in New York, New York, working with Betterment. Alec has previously held positions at The Vanguard Group, Inc, Temple University Fox School Of Business, Sei Investments, Broadview Networks, Temple University Campus Recreation, Fossil, and Betterment. Alec has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New York and Texas. Currently, Alec is part of Betterment, which operates out of New York, New York. The firm has 2 offices and 532 employees. The firm manages assets totaling $45.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Betterment includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Betterment Brokerage Details
$45,932,816,617
532
1,103,630
$41,620
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Alec Pupo Work History
Betterment
The Vanguard Group, Inc
Sei Investments
Broadview Networks
Temple Unversity Fox School Of Business
Temple University Campus Recreation
Fossil
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
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