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Jacob Tyler Saltzman

Equitable Advisors, LLC

Pittsburgh, PA

CRD 8325381

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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
PA RA APPROVED 2026-08-28
  • PA RA
    APPROVED
    Since 2026-08-28

Branch Locations

Six Ppg Place Suite 510, Pittsburgh, PA 15222 • 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
Upmc Pittsburgh PA 02/2017 06/2017
Taxmax Lp, Planet Fitness Salem NH 06/2017 03/2026
Unemployed Pittsburgh PA 04/2026 08/2026
Penn Hills Sd Pittsburgh PA 09/2016 01/2017
Unemployed Pittsburgh PA 08/2016 09/2016
Equitable Advisors, Llc New York NY 08/2026 Present
  • 02/2017 → 06/2017
    Upmc
    Pittsburgh, PA
  • 06/2017 → 03/2026
    Taxmax Lp, Planet Fitness
    Salem, NH
  • 04/2026 → 08/2026
    Unemployed
    Pittsburgh, PA
  • 09/2016 → 01/2017
    Penn Hills Sd
    Pittsburgh, PA
  • 08/2016 → 09/2016
    Unemployed
    Pittsburgh, PA
  • 08/2026 → Present
    Equitable Advisors, Llc
    New York, NY
Other Businesses

Rental Property, Owner, 364 Golden Gate Drive Verona, PA 15147, 0 hours per week.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-13
  • S66 Uniform Combined State Law Examination
    2026-07-13
Other Names
  • Jacob Saltzman
  • Jake Tyler Saltzman

View on SEC IAPD

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