Matthew Terrence Riopelle

Betterment

11 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingTax PlanningEstate Planning

Betterment

Compensation

Fee-Only (AUM)

Firm Size

26 advisors

Number of Clients

923,777 clients

Average Client Portfolio

$61K average

Assets Under Management

$56.4B

Fee Structure

Minimum Investment:$10

Financial Planning:Included in AUM fee

Location

Scottsdale, AZ

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Betterment

May 2025 - Present · 9 mos

Previous Registrations

Payden & Rygel

February 2022 - June 2023 · 1 yr 4 mos

Payden & Rygel DistributorsBroker

February 2022 - June 2023 · 1 yr 4 mos

John Hancock Investment Management, LLC

November 2018 - February 2022 · 3 yrs 3 mos

Manulife Asset Management (US) LLC

August 2018 - November 2018 · 3 mos

John Hancock Investment Management Distributors LLCBroker

February 2018 - February 2022 · 4 yrs

Mfs Fund Distributors, INC.Broker

January 2012 - January 2018 · 6 yrs

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.