Dylan Schwaber

from Betterment
SEC regulated
Regulated Investment Advisor
Dylan Schwaber is a financial advisor based in New York, New York, with 12 years of experience. Dylan currently works for Betterment. Dylan maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Dylan Schwaber works at Betterment
Betterment is a financial advisory firm based in New York, New York. It currently has approximately $36,630,802,858 of assets under management and employs about 449 people. Betterment uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
3 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
27 West 23rd Street, 6th Floor, New York, New York, 10010

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