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Joshua J Kaplan

BRYANT WOODS INVESTMENT ADVISORS, LLC·GETZVILLE, New York
Unclaimed Profile
2410 NORTH FOREST ROAD, GETZVILLE, NY 14068CRD# 5930106Firm CRD# 109379
01

About

Joshua J Kaplan is a registered financial advisor based in GETZVILLE, New York, affiliated with BRYANT WOODS INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BRYANT WOODS INVESTMENT ADVISORS, LLC
LANDMARK WEALTH MANAGEMENT
AUM
$471M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at BRYANT WOODS INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5930106
Firm CRD# 109379
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joshua J Kaplan offer?
Joshua J Kaplan specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GETZVILLE, New York for a consultation.
What are Joshua J Kaplan's credentials?
Joshua J Kaplan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua J Kaplan located?
Joshua J Kaplan is based in GETZVILLE, New York, working with BRYANT WOODS INVESTMENT ADVISORS, LLC. Their office serves clients in the GETZVILLE metropolitan area and surrounding communities.
How does Joshua J Kaplan charge for services?
Joshua J Kaplan's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRYANT WOODS INVESTMENT ADVISORS, LLC?
BRYANT WOODS INVESTMENT ADVISORS, LLC has approximately 7 employees and manages $471M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GETZVILLE
Eugene Gerald Kershner — BRYANT WOODS INVESTMENT ADVISORS, LLCMark Patrick Collard — BRYANT WOODS INVESTMENT ADVISORS, LLCBrian K Laible — BRYANT WOODS INVESTMENT ADVISORS, LLC
Nearby cities in New York
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NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
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