Robert
Glotfelty
Betterment
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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
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
Robert Glotfelty Work History
Betterment
Betterment
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Life Insurance Company
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
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 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.
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