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Form ADV Part 2A Betterment Client Brochure Betterment LLC 27 West 23rd Street 6th Floor New York, NY 10010 (718) 4006898 www.betterment.com June 3, 2024Item 1 Cover Page This brochure provides information

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How to fill out betterments form adv part

01

Gather all relevant information related to the investment advisor's business

02

Provide detailed information about the services offered by the advisor

03

Include information about any conflicts of interest and how they are managed

04

Disclose any disciplinary history or legal actions taken against the advisor

05

Ensure all required sections of the form are completed accurately and honestly

Who needs betterments form adv part?

01

Investment advisors who are registered with the SEC

02

Firms or individuals who provide advisory services to clients

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What is betterments form adv part?

Betterments form adv part is a form that investment advisers registered with the Securities and Exchange Commission (SEC) must file to disclose information about their business operations and any disciplinary history.

Who is required to file betterments form adv part?

Investment advisers registered with the SEC are required to file betterments form adv part.

How to fill out betterments form adv part?

Betterments form adv part can be filled out electronically through the Investment Adviser Registration Depository (IARD) system.

What is the purpose of betterments form adv part?

The purpose of betterments form adv part is to provide transparency to clients and regulators regarding an investment adviser's business practices, conflicts of interest, and disciplinary history.

What information must be reported on betterments form adv part?

Betterments form adv part requires investment advisers to report information such as their assets under management, fees charged, types of clients served, and any disciplinary events.

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