Eve Kaplan, financial advisor Berkeley Heights NJ

Eve Kaplan

CRD Number: 4785469
Current Firm: Kaplan Financial Advisors LLC

Eve Kaplan (CRD# 4785469) is an Investment Advisor Representative working at Kaplan Financial Advisors LLC in Berkeley Heights, NJ and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Kaplan Financial Advisors LLC Berkeley Heights, NJ Dec 2003 - Current 17
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2004
Contact Info for Eve L. Kaplan
By the Numbers
  • Total Assets Under Management
    117
    MILLIONS
  • Total Number of Accounts
    217
    ACCOUNTS
  • Average Account Value
    $539,608
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
Types of Clients
Registered States

NJ, NY

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