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Jake Ethan Bulian

Traub Capital Management

Needham, MA

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Current Employers
Traub Capital Management

97 Chapel St Suite 7, Needham, MA 02492-2680 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-11-12
FL RA APPROVED 2025-08-15
TX RA APPROVED 2025-07-11
  • MA RA
    APPROVED
    Since 2025-11-12
  • FL RA
    APPROVED
    Since 2025-08-15
  • TX RA
    APPROVED
    Since 2025-07-11

Branch Locations

97 Chapel St Suite 7, Needham, MA 02492-2680 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Traub Capital Management Needham MA 07/2024 Present
Deloitte New York NY 06/2021 06/2024
State Street Corporation Boston MA 10/2016 05/2021
Unemployed Needham MA 07/2016 09/2016
  • 07/2024 → Present
    Traub Capital Management
    Needham, MA
  • 06/2021 → 06/2024
    Deloitte
    New York, NY
  • 10/2016 → 05/2021
    State Street Corporation
    Boston, MA
  • 07/2016 → 09/2016
    Unemployed
    Needham, MA
Designations

View on SEC IAPD

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PARK AVENUE SECURITIES LLC
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INTEGRATED WEALTH CONCEPTS LLC
DARROW WEALTH MANAGEMENT
FREEMAN FINANCIAL LLC

Other Investors

MARC ALAN FANDETTI
BRENDAN KEVIN HAYES
SCOTT EVERETT WILSON
William Kurtz O'Connor
MICHELE CHRISTINE CROPLEY
Leonid Berline
Andrew Rudolph Haff
Michael Richard Bradley

Other Offices

ARMSTRONG ADVISORY GROUP INC. · NEEDHAM, MA
OSAIC WEALTH, INC. · NEEDHAM HEIGHTS, MA
GOODMAN ADVISORY GROUP, LLC · NEEDHAM, MA
PARK AVENUE SECURITIES LLC · NEEDHAM, MA
OSAIC WEALTH, INC. · NEEDHAM HEIGHTS, MA
M HOLDINGS SECURITIES, INC. · NEEDHAM, MA
INTEGRATED WEALTH CONCEPTS LLC · Needham, MA
DARROW WEALTH MANAGEMENT · NEEDHAM, MA

More in Needham, MA

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