Barry Kaplan, financial advisor Atlanta GA

Barry Kaplan

CRD Number: 5155847
Current Firm: Modera Wealth Management, LLC

Barry Kaplan (CRD# 5155847) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Atlanta, GA and has 1 year of experience in the finance industry. Barry Kaplan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Modera Wealth Management, LLC Atlanta, GA Jan 2017 - Current 7
Southern Wealth Management, Inc. D.b.a. Cambridge Wealth Counsel Atlanta, GA Oct 2003 - Dec 2016 13

Barry Kaplan has no recent exams reported.
Contact Info for Barry H. Kaplan
Phone Number: (201) 768-4600
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    6,801
    MILLIONS
  • Total Number of Accounts
    10,050
    ACCOUNTS
  • Average Account Value
    $676,696
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CT, DC, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI

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