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Beth Ann Bailen

Investment adviser representative at Robinhood Asset Management
20 yearsExperience
1 stateRegistered in
$1.5BFirm assets
1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

20 years in the industry.

  1. Robinhood Asset Management, LLCFeb 2026 to now
  2. Robinhood Markets, Inc.Feb 2025 to now
  3. Trade-pmr IncJul 2024 to Feb 2025
  4. Commonwealth Financial NetworkOct 2022 to Jul 2024
  5. Robinhood Markets, IncJan 2021 to Aug 2022
  6. UnemployedNov 2020 to Dec 2020
  7. TdameritradeAug 2006 to Jan 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2003
  • Series 66 · Uniform Combined State Law2006

State registrations

Registered as an investment adviser representative in 1 state (CA).

Robinhood Asset Management

Legal name: Robinhood Asset Management, LLC

$1.5BAssets managed
252,664Clients
137Advisers
1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4014054
Firm CRD
323736
Advisor's SEC record (opens in a new tab)
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