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Bradley David Kaplan

Kaplan Wealth Management, Inc.

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About Bradley David Kaplan

Bradley Kaplan is a financial advisor with Kaplan Wealth Management, Inc., a registered investment advisor (RIA) firm, in Reston, Virginia. Bradley has over 25 years of experience in the financial services industry. Bradley specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

Bradley Kaplan is currently registered with Kaplan Wealth Management, Inc.. Kaplan Wealth Management, Inc. is an independent, fee-only wealth management firm with $85,500,505 in regulatory assets under management. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. The firm works with high-net-worth individuals and individuals other than high-net-worth.

$85.50M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bradley Kaplan’s Registration & Firm History

VA

05/31/2013 - Present

Kaplan Wealth Management, Inc. (RESTON VA)

NY

09/30/1997 - 05/30/2013

CADARET, GRANT & CO., INC. (SYRACUSE NY)

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Licenses & Designations

IA

Issued 03/16/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/25/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/13/2021

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/26/2001

Series 7 - General Securities Representative Examination

BC

Issued 09/29/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bradley David Kaplan.
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