Matthew Terrence Riopelle
Investment Adviser Representative at Betterment
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Matthew Terrence Riopelle is an investment adviser representative with Betterment in Scottsdale, AZ, where they have been registered since 2025. They have worked in the securities industry since 2014 and have been registered with 4 firms, including Payden & Rygel and JOHN Hancock Investment Management, LLC. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Texas.
Registrations & licenses
- Investment adviser:
- Texas
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.
- MFS FUND Distributors, Inc.Dec 2011 – Jan 2018Boston, MA
- JOHN HancockJan 2018 – Jan 2022Tempe, AZ
- JOHN Hancock Funds, LLCFeb 2018 – Jan 2022Boston, MA
- JOHN Hancock Advisers, LLCNov 2018 – Jan 2022Boston, MA
- Payden & RygelJan 2022 – Jun 2023Los Angeles, CA
- Hunnex & ShoemakerAug 2023 – Feb 2025Scottsdale, AZ
- BettermentApr 2025 – no end date reportedScottsdale, AZ
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Betterment
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Estimated blended rate
- 0.0025
- Digital (below $24,000 or no recurring deposit)0.00%
- Digital (above $24,000 or with $200 recurring deposit)0.25%
- Premium Services0.65%
- HSA accounts0.50%
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
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 28
- Offices listed on AdvisorFinder:
- 3
- Main office:
- New York, NY
- SEC file number:
- 801-70171
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 31, 2026
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Showing 12 of 28 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. Matthew Terrence Riopelle 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.
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