Unclaimed Profile

Andrew Robert Kaplan

CORECOMMODITY MANAGEMENT, LLC·STAMFORD, Connecticut

Clean recordCORECOMMODITY MANAGEMENT, LLC

680 WASHINGTON BOULEVARD, STAMFORD, CT 06901CRD# 2032288Firm CRD# 135810

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrew Robert Kaplan · STAMFORD, CT

Registration

CRD #2032288 · CORECOMMODITY MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CORECOMMODITY MANAGEMENT, LLC

AUM

$3.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CORECOMMODITY MANAGEMENT, LLC →

Services

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2032288

Firm CRD# 135810

View on FINRA BrokerCheck →

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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.

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