SA
Scott Andrew Kaplan
CRD 3148279
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Kaplan Wealth Management, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Kaplan Wealth Management, Inc.
Chief Compliance Officer · Less than 5% · Sep 2013
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗