Megan Kaplan, financial advisor Huntington Station NY

Megan Kaplan

CRD Number: 7066355
Current Firm: Charles Schwab & Company, Inc.

Megan Kaplan (CRD# 7066355) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Huntington Station, NY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Lake Grove, NY Sep 2020 - Current 2
Charles Schwab Bank, Ssb Lake Grove, NY Sep 2020 - Current 2
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
Contact Info for Megan Kaplan
Phone Number: 415-667-7000
Registered State(s):
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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