AdvisorOS Directory
Claim Profile
AK

Andrew Robert Kaplan

CORECOMMODITY MANAGEMENT, LLC·STAMFORD, Connecticut
Unclaimed Profile
680 WASHINGTON BOULEVARD, STAMFORD, CT 06901CRD# 2032288Firm CRD# 135810
01

About

Andrew Robert Kaplan is a registered financial advisor based in STAMFORD, Connecticut, affiliated with CORECOMMODITY MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
CORECOMMODITY MANAGEMENT, LLC
CORECOMMODITY MANAGEMENT, LLC
AUM
$3.6B
Regulatory assets under management
Employees
30
Total firm employees
View all advisors at CORECOMMODITY MANAGEMENT, LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2032288
Firm CRD# 135810
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in STAMFORD?

Browse all registered financial advisors in STAMFORD, Connecticut or claim this profile if it's yours.

Browse STAMFORD AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Andrew Robert Kaplan offer?
Andrew Robert Kaplan specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in STAMFORD, Connecticut for a consultation.
What are Andrew Robert Kaplan's credentials?
Andrew Robert Kaplan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Robert Kaplan located?
Andrew Robert Kaplan is based in STAMFORD, Connecticut, working with CORECOMMODITY MANAGEMENT, LLC. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.
How does Andrew Robert Kaplan charge for services?
Andrew Robert Kaplan's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CORECOMMODITY MANAGEMENT, LLC?
CORECOMMODITY MANAGEMENT, LLC has approximately 30 employees and manages $3.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in STAMFORD
Scott Michael Bartone — O'SHAUGHNESSY ASSET MANAGEMENT, LLCLouis Peter Lawrence — FLAG CAPITAL MANAGEMENT, LLCPeter Lockwood Denious — FLAG CAPITAL MANAGEMENT, LLCJames Henry Gasperoni — FLAG CAPITAL MANAGEMENT, LLCCharles Buckley — HAMILTON ROBINSON LLC
Nearby cities in Connecticut
GREENWICH (1150)WESTPORT (338)HARTFORD (225)DARIEN (222)NORWALK (134)
City Guides
GREENWICH GuideWESTPORT GuideHARTFORD GuideDARIEN GuideNORWALK Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile