Robert
Glotfelty

Betterment

CRD#6370314
Investment Advisor
in New York, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Robert Glotfelty is a financial advisor based in New York, New York, working with Betterment. Robert has previously held positions at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, and Betterment. Robert has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Robert 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

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

27 West 23Rd Street 6Th Floor
New York, NY 10010

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Betterment Brokerage Details

Total Assets Under Management

$45,932,816,617

NY Average: $7,464,549,021
Total Number of Employees

532

NY Average: 88
Total Number of Accounts

1,103,630

NY Average: 3,892
Average Account Size

$41,620

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Robert Glotfelty Work History

2019 - Present (6 years)

Betterment

2017 - 2019 (2 years)

Betterment

2015 - 2017 (2 years)

Northwestern Mutual Life Insurance Company

2015 - 2017 (2 years)

Northwestern Mutual Investment Services, LLC

2014 - 2015 (1 year)

Northwestern Mutual Life Insurance Company

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Robert Glotfelty 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

Rachel Hartendorp
New York, NY
Robert Glotfelty
New York, NY
Jonathan Wittig
New York, NY
Alec Pupo
New York, NY
Tyler Moore
New York, NY
Norman Perkins
New York, NY
Sara Kalsman
New York, NY
Mindy Yu
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started