Matthew Terrence Riopelle
Investment adviser representative at Betterment
15 yearsExperience
1 stateRegistered in
$69.5BFirm assets
17 yearsFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- BettermentApr 2025 to now
- Hunnex & ShoemakerAug 2023 to Feb 2025
- Payden & RygelJan 2022 to Jun 2023
- John Hancock Advisers, LLCNov 2018 to Jan 2022
- John Hancock Funds, LLCFeb 2018 to Jan 2022
- John HancockJan 2018 to Jan 2022
- MFS Fund Distributors, Inc.Dec 2011 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (TX).
Betterment
Legal name: Betterment LLC
$69.5BAssets managed
1,022,488Clients
28Advisers
17 yearsIn 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
- 6005650
- Firm CRD
- 149117