Unclaimed Profile

Joshua J Kaplan

BRYANT WOODS INVESTMENT ADVISORS, LLC·GETZVILLE, New York

Clean record5 years registeredBRYANT WOODS INVESTMENT ADVISORS, LLC

2410 NORTH FOREST ROAD, GETZVILLE, NY 14068CRD# 5930106Firm CRD# 109379

Profile Verification

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

Identity

Joshua J Kaplan · GETZVILLE, NY

Registration

CRD #5930106 · BRYANT WOODS INVESTMENT ADVISORS, LLC · 5 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BRYANT WOODS INVESTMENT ADVISORS, LLC

LANDMARK WEALTH MANAGEMENT

Mar 2021 – Jun 2024

GETZVILLE, NY

Registrations & Exams

Registration record

First registered · March 8, 2021

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRYANT WOODS INVESTMENT ADVISORS, LLC

CRD 109379 · SEC 801-74639

AUM

$471M

Regulatory assets under management

Employees

252 client accounts

Services offered by BRYANT WOODS INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BRYANT WOODS INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Joshua J Kaplan offer?

Joshua J Kaplan specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

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, last registered with BRYANT WOODS INVESTMENT ADVISORS, LLC.

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 at BRYANT WOODS INVESTMENT ADVISORS, LLC

Browse by Specialty

Investment Management Retirement Planning Wealth Management Financial Planning Fee-Only Advisory Financial Education

Nearby cities in New York

NEW YORK (4737)ROCHESTER (141)PURCHASE (87)SYRACUSE (80)ALBANY (73)BUFFALO (72)GARDEN CITY (70)MELVILLE (67)PITTSFORD (65)WHITE PLAINS (60)

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Research

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