linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Stuart Andrew Caplan

Members Wealth LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Stuart? Claim Your Profile

About Stuart Andrew Caplan

Stuart Andrew Caplan is an Investment Advisor Representative with Members Wealth LLC. Stuart Caplan is registered with the state of Pennsylvania as an Investment Advisor Representative. He is also registered with the state of Texas as an Investment Advisor Representative. Stuart Caplan has been in the industry since January 2011. His previous employers include Apex Financial Advisors, Inc.. Stuart Caplan has passed the Uniform Investment Adviser Law Examination (Series 65). Stuart Caplan is also a registered representative of Members Wealth LLC. Members Wealth LLC is a Registered Investment Advisor with the state of Pennsylvania. Members Wealth LLC provides financial planning and portfolio management for individuals and businesses. The firm also provides other advisory services including portfolio management for investment companies and portfolio management for pooled investment vehicles. Members Wealth LLC has 70 clients and approximately $119,310,622 in assets under management.

Firm Information

Stuart Caplan is currently registered with Members Wealth LLC. Members Wealth LLC is an investment advisor based in Media, PA. The firm advises individuals and high-net-worth individuals, managing approximately $119.3 million in assets. Members Wealth LLC provides financial planning and portfolio management services.
Members Wealth LLC

211 N. OLIVE STREET

MEDIA, PA 19063

$119.31M

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.

check

financial planning services

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Stuart Caplan’s Registration & Firm History

PA

09/12/2024 - Present

Members Wealth LLC (MEDIA PA)

Not sure if Stuart Andrew Caplan is right for you?

Licenses & Designations

IA

Issued 12/23/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/09/2012

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stuart Andrew Caplan.
Not sure if Stuart Andrew Caplan is right for you?