Eli G. Savelle

BETTERMENT

NEW YORK, NY 10001

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CRD#: 6808060

Professional summary

Eli Gold Savelle, who also goes by Eli G Savelle, Eli Savelle, is a registered financial advisor currently at BETTERMENT located in New York, New York.

Eli is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Eli has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eli G Savelle | Eli Savelle

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eli Gold Savelle's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 23, 2024 - Present

BETTERMENT

Office #1: 450 West 33rd Street Floor 11, New York, NY 10001

RIA

CRD#: 149117

NEW YORK, NY

Past

May 16, 2023 - May 24, 2024

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

SAN DIEGO, CA

Past

May 15, 2023 - May 24, 2024

PRUCO SECURITIES, LLC.

CRD#: 5685

SAN DIEGO, CA

Past

January 26, 2022 - May 17, 2023

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

San Diego, CA

Past

January 26, 2022 - May 17, 2023

CHARLES SCHWAB & CO., INC.

CRD#: 5393

San Diego, CA

Past

April 18, 2018 - October 14, 2022

TD AMERITRADE, INC.

RIA

CRD#: 7870

SAN DIEGO, CA

Past

April 18, 2018 - May 17, 2023

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

SAN DIEGO, CA

Past

April 18, 2018 - May 17, 2023

TD AMERITRADE, INC.

CRD#: 7870

SAN DIEGO, CA

Past

January 4, 2018 - January 26, 2018

HORNOR, TOWNSEND & KENT, LLC

RIA

CRD#: 4031

BELLEVUE, WA

Past

August 15, 2017 - January 26, 2018

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

BELLEVUE, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BETTERMENT

BETTERMENT | BETTERMENT LLC (NEW LEGAL NAME) | BETTERMENT LLC | BETTERMENT ADIVSORS LLC

CRD#: 149117 / SEC#: 801-70171

RIA

Registered Investment Advisory firm - (5/21/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(7/23/2024)

IAR

Texas
(7/23/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/16/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/15/2017

General Securities Representative Examination

Current Firm

BETTERMENT

BETTERMENT | BETTERMENT LLC (NEW LEGAL NAME) | BETTERMENT LLC | BETTERMENT ADIVSORS LLC

CRD#: 149117 / SEC#: 801-70171

RIA

Registered Investment Advisory firm - (5/21/2009 Approved)

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Contact information

Main Address

450 West 33rd Street Floor 11, New York, NY 10001

Mailing Address

Phone number

(212) 228-1328

Established

Firm type

Fiscal year end

# of Employees

631

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BETTERMENT LLC BROCHURE (11/4/2025)

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	Cover Page	Report
10/18/2024	Cover Page	Report
12/08/2023	Cover Page	Report
04/26/2023	Cover Page	Report
01/06/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Eli G. Savelle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eli Gold Savelle's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

HORNOR, TOWNSEND & KENT, LLC

HORNOR, TOWNSEND & KENT, LLC

Primary Firm SEC Registration

BETTERMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 10/16/2017

SIE

Date: 10/1/2018

Series 7

Date: 8/15/2017

Current Firm

BETTERMENT

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BETTERMENT

TRUST BUT VERIFY

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