Matthew T. Riopelle
Professional summary
Matthew Terrence Riopelle, who also goes by Matt Terrence Riopelle, Matthew T. Riopelle, is a registered financial advisor currently at BETTERMENT located in Scottsdale, Arizona.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Matthew has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Terrence Riopelle's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 24, 2025 - Present
BETTERMENT
February 17, 2022 - June 8, 2023
PAYDEN & RYGEL
February 16, 2022 - June 8, 2023
PAYDEN & RYGEL DISTRIBUTORS
November 8, 2018 - February 1, 2022
JOHN HANCOCK INVESTMENT MANAGEMENT LLC
August 9, 2018 - November 8, 2018
MANULIFE INVESTMENT MANAGEMENT (US) LLC
February 26, 2018 - February 1, 2022
JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC
January 20, 2012 - January 9, 2018
MFS FUND DISTRIBUTORS, INC.
Primary Firm SEC Registration
BETTERMENT
CRD#: 149117 / SEC#: 801-70171
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/24/2025)
Exams
Current Firm
BETTERMENT
CRD#: 149117 / SEC#: 801-70171
Contact information
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,200,673 |
| AUM (Assets Under Management) | $ 56,368,684,129 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/23/2025 | ||
| 10/18/2024 | ||
| 12/08/2023 | ||
| 04/26/2023 | ||
| 01/06/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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