Aleksey KaplanCRD Number: 7491355
Current Firm: Financial Gravity Family Office Services, LLC
Aleksey Kaplan (CRD# 7491355) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has 1 year of experience in the finance industry.
Pbl Wealth Management
|A Kaplan Cpa, P.c.||Staten Island, NY||Jan 2015 - Current||7|
|Self Employed||Staten Island, NY||Feb 2010 - Jan 2015||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2021|
Total Assets Under Management171MILLIONS
Total Number of Accounts891ACCOUNTS
Average Account Value$191,899
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, FL, IN, LA, MI, MN, MO, NC, NE, NJ, NV, NY, OH, OR, PA, SC, TN, TX, WA, WI
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