Alec Daniel Pupo
Investment adviser representative at Betterment
12 yearsExperience
2 statesRegistered in
$69.5BFirm assets
17 yearsFirm in business
Are you Alec Daniel Pupo? Claim your profile
Contact this firm
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
12 years in the industry.
- BettermentOct 2021 to now
- The Vanguard Group, Inc.Sep 2018 to Oct 2021
- Sei InvestmentsJan 2017 to Aug 2017
- Broadview NetworksJun 2015 to Jan 2017
- Temple University Campus RecreationDec 2014 to Dec 2016
- Temple Unversity Fox School of BusinessAug 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2020
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
- 7014213
- Firm CRD
- 149117