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Sarah Kirshbaum Levy

Chief Executive OfficerBetterment LLCCRD 7320919

About Sarah Kirshbaum Levy

Sarah Kirshbaum Levy is listed as Chief Executive Officer at Betterment LLC in New York, NY. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Betterment LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Sarah Kirshbaum Levy work?

Sarah Kirshbaum Levy is listed as Chief Executive Officer at Betterment LLC on SEC Form ADV.

How much of Betterment LLC does Sarah Kirshbaum Levy own?

Form ADV reports a beneficial ownership band of Under 5%.

Betterment LLC

TitleChief Executive Officer
OwnershipUnder 5%
Control personYes
Since2020
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