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Jacob Halberstam

EQUINUM, LLC·BROOKLYN, New York
Unclaimed Profile
3611 14TH AVENUE, SUITE 221, BROOKLYN, NY 11218CRD# 7123901Firm CRD# 304350
01

About

Jacob Halberstam is a registered financial advisor based in BROOKLYN, New York, affiliated with EQUINUM, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
EQUINUM, LLC
EQUINUM, LLC
AUM
$350M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at EQUINUM, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7123901
Firm CRD# 304350
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jacob Halberstam offer?
Jacob Halberstam specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BROOKLYN, New York for a consultation.
What are Jacob Halberstam's credentials?
Jacob Halberstam is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jacob Halberstam located?
Jacob Halberstam is based in BROOKLYN, New York, working with EQUINUM, LLC. Their office serves clients in the BROOKLYN metropolitan area and surrounding communities.
How does Jacob Halberstam charge for services?
Jacob Halberstam's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EQUINUM, LLC?
EQUINUM, LLC has approximately 6 employees and manages $350M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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