Antonio Betancourt
Investment Adviser Representative at Ethos Financial Group, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Antonio Betancourt is an investment adviser representative with Ethos Financial Group, LLC in King of Prussia, PA, where they have been registered since 2023. They have worked in the securities industry since 1993 and have been registered with 4 firms, including Ascendant 360 LLC and Sagepoint Financial, Inc. They have passed 4 industry qualification exams, including the Series 7 (general securities representative), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Pennsylvania.
Office
Advisors at this office: 18
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- SII Investment IncJun 2007 – Nov 2017Clark, NJ
- Sagepoint FinancialNov 2017 – May 2022Clark, NJ
- Ascendant 360 LLCMay 2022 – Mar 2023Clark, NJ
- Ascendant 360 LLCMar 2022 – Mar 2023Clark, NJ
- Antonio Betancourt, Sole ProprietorMay 2022 – no end date reportedClark, NJ
- SII Investments, Inc.Jan 2008 – Nov 2017Clark, NJ
- Ethos Financial Group, LLCMar 2023 – no end date reportedKing of Prussia, PA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Ethos Financial Group, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Performance-based fees
- Firm account minimum
- $100,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth advice and retirement planning, advanced planning, institutional consulting, and family office coordination, with customized investment allocations and holistic financial strategies tailored to each client's needs.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 33
- Offices listed on AdvisorFinder:
- 6
- Main office:
- King Of Prussia, PA
- SEC file number:
- 801-125779
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 12, 2026
View full firm profileOther advisors at Ethos Financial Group, LLC
Showing 12 of 33 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Antonio Betancourt has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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