Robert John Glotfelty
Investment adviser representative at Betterment
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- BettermentAug 2025 to now
- Range Advisory, LLCDec 2024 to Jul 2025
- BettermentFeb 2019 to Dec 2024
- BettermentOct 2017 to Jan 2019
- UnemployedJun 2017 to Sep 2017
- Northwestern Mutual Investment Services, LLCJun 2015 to May 2017
- Northwestern Mutual Life Insurance CompanyMar 2015 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 6370314
- Firm CRD
- 149117