TAMMY KAPLAN is an investment adviser representative (IAR) with state registration records since 2003, appearing at 4 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2024-01-23 | 2025-03-31 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2015-05-07 | 2023-12-04 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2010-09-15 | 2011-09-01 | — |
| CHASE INVESTMENT SERVICES CORP. | 2006-03-23 | 2009-01-15 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2003-01-09 | 2005-09-28 | — |