Megan Kaplan (CRD# 7066355) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Islandia, NY and has over 4 years of experience in the finance industry.
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
CRD# 1483428
Abbington Investment Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic | Hauppauge, NY | Nov 2023 - Current | < 1 |
| Charles Schwab & Company, Inc. | Huntington Station, NY | Sep 2020 - Nov 2023 | 3 |
| Charles Schwab Bank, Ssb | Huntington Station, NY | Sep 2020 - Nov 2023 | 3 |
| Bank Of America, N.a. | Melville, NY | Apr 2019 - Sep 2020 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Melville, NY | Jan 2019 - Sep 2020 | 1 |
| Kaplan Management | Commack, NY | Nov 2016 - Jan 2019 | 2 |
| Long Island University | Brookville, NY | Sep 2014 - Dec 2017 | 3 |
| Sudler | New York, NY | Jun 2016 - Nov 2016 | < 1 |
| Young And Rubicam Inc. | New York, NY | Jun 2016 - Nov 2016 | < 1 |
| Life's Worc | Garden City, NY | Jun 2010 - May 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2019 |
- NY
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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