Dana C. Trentalange
Professional summary
Dana Concetta Trentalange, who also goes by Dana Trentalange, Dana Concetta Trentalange, is a registered financial advisor currently at BETTERMENT located in New York, New York.
Dana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Dana has worked at 1 firm and has passed the Series 65 and Series 63 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Dana Concetta Trentalange's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 30, 2021 - Present
BETTERMENT
Office #1: 450 West 33rd Street Floor 11, New York, NY 10001Primary 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
(8/3/2021)
(3/30/2021)
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.
Check for any disclosures as part of your thorough research when choosing an advisor.
