Derastone

Derastone (CRD# 153748) is a financial advisory firm headquartered in , . They manage $72,176,061 in 29 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://wealthhabits.com/
By the Numbers
  • Total Assets Under Management
    72
    MILLION
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $2,488,830
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Derastone
Showing 1 - 1 of 1 top financial advisors.
1
Gabriel Kaplan, financial advisor White Plains NY
Gabriel Kaplan
CRD#: 5324045
White Plains, NY

Gabriel Kaplan (CRD# 5324045) is an Investment Advisor Representative working at Derastone in White Plains, NY and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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