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Jeffrey Michael Kaplan

MEADOW CAPITAL MANAGEMENT LLC·NEW YORK, New York
Unclaimed Profile
430 PARK AVENUE, NEW YORK, NY 10022CRD# 1729141Firm CRD# 161322
01

About

Jeffrey Michael Kaplan is a registered financial advisor based in NEW YORK, New York, affiliated with MEADOW CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
MEADOW CAPITAL MANAGEMENT LLC
MEADOW CAPITAL MANAGEMENT LLC
AUM
$4.6B
Regulatory assets under management
Employees
28
Total firm employees
View all advisors at MEADOW CAPITAL MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1729141
Firm CRD# 161322
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Michael Kaplan offer?
Jeffrey Michael Kaplan specializes in Retirement Planning. Contact their office in NEW YORK, New York for a consultation.
What are Jeffrey Michael Kaplan's credentials?
Jeffrey Michael Kaplan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Michael Kaplan located?
Jeffrey Michael Kaplan is based in NEW YORK, New York, working with MEADOW CAPITAL MANAGEMENT LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Jeffrey Michael Kaplan charge for services?
Jeffrey Michael 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 MEADOW CAPITAL MANAGEMENT LLC?
MEADOW CAPITAL MANAGEMENT LLC has approximately 28 employees and manages $4.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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J. Andrew Mcdaniel
NEW YORK, NY
Adam C. Mcmaster
NEW YORK, NY
Timothy P. Yantz
NEW YORK, NY
William Lawrence Bossin
NEW YORK, NY

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