AdvisorOS Directory
Claim Profile
Unclaimed Profile
LK

Larry Allan Kaplan

BEDFORD FUNDING CAPITAL MANAGEMENT, L.L.C.·WHITE PLAINS, New York
Clean recordBEDFORD FUNDING CAPITAL MANAGEMENT, L.L.C.
10 NEW KING STREET, WHITE PLAINS, NY 10604CRD# 5915930Firm CRD# 157293

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Larry Allan Kaplan · WHITE PLAINS, NY
Registration
CRD #5915930 · BEDFORD FUNDING CAPITAL MANAGEMENT, L.L.C.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Larry Allan Kaplan is a registered financial advisor based in WHITE PLAINS, New York, affiliated with BEDFORD FUNDING CAPITAL MANAGEMENT, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

Speak with Larry

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Larry is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
BEDFORD FUNDING CAPITAL MANAGEMENT, L.L.C.
BEDFORD FUNDING
AUM
$306M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at BEDFORD FUNDING CAPITAL MANAGEMENT, L.L.C. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5915930
Firm CRD# 157293
View on FINRA BrokerCheck →

Looking for a financial advisor in WHITE PLAINS?

Browse all registered financial advisors in WHITE PLAINS, New York or claim this profile if it's yours.

Browse WHITE PLAINS AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Larry Allan Kaplan offer?
Larry Allan Kaplan specializes in Retirement Planning. Contact their office in WHITE PLAINS, New York for a consultation.
What are Larry Allan Kaplan's credentials?
Larry Allan Kaplan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Larry Allan Kaplan located?
Larry Allan Kaplan is based in WHITE PLAINS, New York, working with BEDFORD FUNDING CAPITAL MANAGEMENT, L.L.C.. Their office serves clients in the WHITE PLAINS metropolitan area and surrounding communities.
How does Larry Allan Kaplan charge for services?
Larry Allan 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 BEDFORD FUNDING CAPITAL MANAGEMENT, L.L.C.?
BEDFORD FUNDING CAPITAL MANAGEMENT, L.L.C. is a registered investment adviser with the SEC, managing $306M in regulatory assets under management. See their Form ADV for full details.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at BEDFORD FUNDING CAPITAL MANAGEMENT, L.L.C.

Charles Snowden Jones
WHITE PLAINS, NY
Jonathan David Salon
WHITE PLAINS, NY

More Advisors in WHITE PLAINS, New York

Lawrence Mark Motola
ANDROMEDA CAPITAL MANAGEMENT LLC·WHITE PLAINS, NY
Tanya Adele Charney
FOUNDATION ASSET MANAGEMENT, LP·WHITE PLAINS, NY
Kun Gao
SHERBROOKE PARK ADVISERS LLC·WHITE PLAINS, NY
Therese De Leon Liao
RCMC, INC·WHITE PLAINS, NY
Ran Pang
QUANTAMENTAL TECHNOLOGIES LLC·WHITE PLAINS, NY
Thomas Michael Zottner
THE PORTFOLIO STRATEGY GROUP, LLC·WHITE PLAINS, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (19263)ROCHESTER (218)PURCHASE (158)SYRACUSE (156)BUFFALO (129)BROOKLYN (127)ALBANY (121)RYE (120)PITTSFORD (111)NEW YORK CITY (110)
City Guides
NEW YORK GuideROCHESTER GuidePURCHASE GuideSYRACUSE GuideBUFFALO Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile