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Inactive

Jack David Saltus

Bespoke Investment Group, LLC

Harrison, NY

CRD 7788625

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Employer firm

Bespoke Investment Group, LLC CRD 144080

$101M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Periodicals / newsletters

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

Current Employers
Bespoke Investment Group, Llc

105 Calvert St., Suite 100, Harrison, NY 10528 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-09-18
TX RA APPROVED 2024-09-18
  • NY RA
    APPROVED
    Since 2024-09-18
  • TX RA
    APPROVED
    Since 2024-09-18

Branch Locations

105 Calvert St., Suite 100, Harrison, NY 10528 • 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
Student Canton NY 08/2019 05/2023
Student Westport CT 09/2012 06/2019
Birinyi Associates Westport CT 06/2018 08/2018
Staples High School Westport CT 09/2015 06/2019
Birinyi Associates Westport CT 06/2019 08/2019
Bespoke Investment Group, Llc Harrison NY 06/2022 07/2022
St. Lawrence University Canton NY 09/2019 06/2023
Bespoke Investment Group, Llc Harrison NY 06/2023 Present
Bespoke Investment Group, Llc Harrison NY 06/2024 Present
  • 08/2019 → 05/2023
    Student
    Canton, NY
  • 09/2012 → 06/2019
    Student
    Westport, CT
  • 06/2018 → 08/2018
    Birinyi Associates
    Westport, CT
  • 09/2015 → 06/2019
    Staples High School
    Westport, CT
  • 06/2019 → 08/2019
    Birinyi Associates
    Westport, CT
  • 06/2022 → 07/2022
    Bespoke Investment Group, Llc
    Harrison, NY
  • 09/2019 → 06/2023
    St. Lawrence University
    Canton, NY
  • 06/2023 → Present
    Bespoke Investment Group, Llc
    Harrison, NY
  • 06/2024 → Present
    Bespoke Investment Group, Llc
    Harrison, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-12
  • S65 Uniform Investment Adviser Law Examination
    2024-08-12

View on SEC IAPD

Nearby Firms

LIGHTEDWAY ADVISORY SERVICES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

JONATHAN MICHAEL RUSSO
JOHN KEVIN BRIGANTI
DANNY DADAMO

Nearby Offices

LIGHTEDWAY ADVISORY SERVICES, INC. · HARRISON, NY
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Harrison, NY
CETERA INVESTMENT ADVISERS LLC · HARRISON, NY

More in Harrison, NY

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