Michael
Kaplan
Dorsey, Wright & Associates, LLC
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About this Advisor
Michael Kaplan is a financial advisor based in New York, New York, working with Dorsey, Wright & Associates, LLC. Michael has previously held positions at Advisors Capital Management, LLC, Lpl Financial, LLC, Sterling National Bank, and Dorsey Wright & Associates, A Nasdaq Company. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Virginia. Currently, Michael is part of Dorsey, Wright & Associates, LLC, which operates out of New York, New York. The firm has 1 office and 25 employees. The firm manages assets totaling $578.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, publication of newsletters, educational seminars, and other services. The fee structure at Dorsey, Wright & Associates, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Dorsey, Wright & Associates, LLC Brokerage Details
$578,896,877
25
824
$702,545
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Michael Kaplan Work History
Dorsey Wright & Associates, A Nasdaq Company
Lpl Financial, LLC
Sterling National Bank
Advisors Capital Management, LLC
Disclosures
Please visit the SEC profile of Michael Kaplan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Dorsey, Wright & Associates, LLC
New York, NY
New York, NY
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
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