Ari Kaplan (CRD# 6498883) is an Investment Advisor Representative working at Eagle Strategies LLC in Bridgewater, MA and has over 8 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5158798
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Bridgewater, MA | Jan 2024 - Current | < 1 |
| Kaplan Family Financial, LLC | Bridgewater, MA | Sep 2023 - Current | < 1 |
| Nylife Securities LLC | Bridgewater, MA | Jul 2015 - Current | 8 |
| New York Life Ins Co | Bridgewater, MA | Jun 2015 - Current | 8 |
| Verizon | New Bedford, MA | Mar 1993 - May 2015 | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2016 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- MA
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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