BB
BB
Beth Bailen
23 Years of Experience
Deltona, FL
2 DisclosuresBroker
Beth Bailen is a registered investment advisor at Robinhood Asset Management, based in Deltona, FL, with 23 years of industry experience. Beth is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 252,664 clients with $1.5B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
136 advisors
IM Fee
Planning only
Assets Under Management
$1.5B
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
Deltona, FL
Get directionsHistory
Regulatory History (2)
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Financial
June 2019Final
Financial
October 2017Final
Employment History
Current Registrations
Robinhood Asset Management
May 2026 - Present · 5 mos
Robinhood Financial, LLC
February 2026 - Present · 8 mos
Robinhood Financial, LLCBroker
February 2026 - Present · 8 mos
Tradepmr by Robinhood
July 2024 - Present · 2 yrs 3 mos
Tradepmr by RobinhoodBroker
July 2024 - Present · 2 yrs 3 mos
Previous Registrations
Commonwealth Financial Network
October 2022 - July 2024 · 1 yr 9 mos
Commonwealth Financial NetworkBroker
October 2022 - July 2024 · 1 yr 9 mos
Robinhood Securities, LLCBroker
February 2021 - August 2022 · 1 yr 6 mos
Robinhood Financial, LLCBroker
February 2021 - August 2022 · 1 yr 6 mos
TD Ameritrade, INC.
September 2006 - January 2021 · 14 yrs 4 mos
TD Ameritrade, INC.Broker
September 2006 - January 2021 · 14 yrs 4 mos
Merrill Lynch Pierce Fenner & Smith INC.
January 2006 - August 2006 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2005 - August 2006 · 9 mos
Ameritrade, INC.Broker
February 2003 - August 2005 · 2 yrs 6 mos
State Registrations2 states
CAFL
AdvisorBroker
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.