Brian Mcgillin
Investment adviser representative at Betterment
10 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
10 years in the industry.
- BettermentDec 2025 to now
- UnemployedOct 2024 to Dec 2025
- Thrivent FinancialDec 2023 to Oct 2024
- Thrivent Investment Management IncDec 2023 to Oct 2024
- UnemployedAug 2023 to Dec 2023
- The Vanguard Group, Inc.Aug 2021 to Aug 2023
- UnemployedDec 2019 to Aug 2021
- Citizens Financial GroupMar 2019 to Dec 2019
- Mcgillin Insurance AgencyOct 2018 to Mar 2019
- UnemployedSep 2017 to Oct 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2016 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 6725199
- Firm CRD
- 149117