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Jack Boltman

Equitable Advisors, LLC

New York, NY

CRD 7486104

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Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-10-14
NY RA APPROVED 2023-08-30
  • TX RA
    APPROVED
    Since 2024-10-14
  • NY RA
    APPROVED
    Since 2023-08-30

Branch Locations

1290 Avenue Of The Americas 4Th Fl, New York, NY 10104 • 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
Equitable Advisors, Llc. New York NY 08/2023 Present
Bny Mellon Pittsburgh PA 07/2022 01/2023
Gt Entrepreneurs Pittsburgh PA 05/2022 07/2022
University Of Pittsburgh Pittsburgh PA 08/2021 12/2022
St Bonaventure University St Bonaventure NY 08/2017 05/2021
Toggenburgh Ski Area Fabius NY 12/2018 03/2020
Town Of Manlius Fayetteville NY 07/2014 08/2019
Fayetteville-Manlius High School Manlius NY 07/2013 06/2017
Unemployed Pittsburgh PA 02/2023 06/2023
Unemployed Manlius NY 06/2021 07/2021
Northwestern Mutual Investment Services New York NY 12/2021 05/2022
  • 08/2023 → Present
    New York, NY
  • 07/2022 → 01/2023
    Bny Mellon
    Pittsburgh, PA
  • 05/2022 → 07/2022
    Gt Entrepreneurs
    Pittsburgh, PA
  • 08/2021 → 12/2022
    University Of Pittsburgh
    Pittsburgh, PA
  • 08/2017 → 05/2021
    St Bonaventure University
    St Bonaventure, NY
  • 12/2018 → 03/2020
    Toggenburgh Ski Area
    Fabius, NY
  • 07/2014 → 08/2019
    Town Of Manlius
    Fayetteville, NY
  • 07/2013 → 06/2017
    Fayetteville-Manlius High School
    Manlius, NY
  • 02/2023 → 06/2023
    Unemployed
    Pittsburgh, PA
  • 06/2021 → 07/2021
    Unemployed
    Manlius, NY
  • 12/2021 → 05/2022
    Northwestern Mutual Investment Services
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-26
  • S66 Uniform Combined State Law Examination
    2023-06-26

View on SEC IAPD

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