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Robert Barry Kaplan

ASCENSUS INVESTMENT ADVISORS, LLC·NEWTON, Massachusetts
Clean recordASCENSUS INVESTMENT ADVISORS, LLC
95 WELLS AVENUE, NEWTON, MA 02459CRD# 1286735Firm CRD# 120632

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Barry Kaplan · NEWTON, MA
Registration
CRD #1286735 · ASCENSUS INVESTMENT ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Barry Kaplan is a registered financial advisor based in NEWTON, Massachusetts, affiliated with ASCENSUS INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
ASCENSUS INVESTMENT ADVISORS, LLC
ASCENSUS INVESTMENT ADVISORS, LLC
AUM
$9.9B
Regulatory assets under management
Employees
47
Total firm employees
View all advisors at ASCENSUS INVESTMENT ADVISORS, LLC →
Services
Pension consulting
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Other: PERCENTAGE OF PROGRAM MANAGEMENT FEE AND PERCENTAGE OF AUA
Regulatory
SEC/IARD CRD# 1286735
Firm CRD# 120632
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Barry Kaplan offer?
Robert Barry Kaplan specializes in Retirement Planning. Contact their office in NEWTON, Massachusetts for a consultation.
What are Robert Barry Kaplan's credentials?
Robert Barry Kaplan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Barry Kaplan located?
Robert Barry Kaplan is based in NEWTON, Massachusetts, working with ASCENSUS INVESTMENT ADVISORS, LLC. Their office serves clients in the NEWTON metropolitan area and surrounding communities.
How does Robert Barry Kaplan charge for services?
Robert Barry Kaplan's firm is compensated through percentage of aum, other: percentage of program management fee and percentage of aua. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASCENSUS INVESTMENT ADVISORS, LLC?
ASCENSUS INVESTMENT ADVISORS, LLC has approximately 47 employees and manages $9.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ASCENSUS INVESTMENT ADVISORS, LLC

George Anthony Ducasse
NEWTON, MA
Jay Candelmo
NEWTON, MA
Monica Marie Poirier
NEWTON, MA
Sandra Irene Madden
NEWTON, MA
Kevin Douglas Cox
NEWTON, MA
Margaret Brennan Creonte
NEWTON, MA

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Nearby cities in Massachusetts
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Research
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