# KAREN CAPLAN ALTFEST

KAREN CAPLAN ALTFEST is an investment adviser representative (IAR) with state registration records since 1995, appearing at 1 firm. Currently registered with ALTFEST PERSONAL WEALTH MANAGEMENT.

## Registration history (2)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ALTFEST PERSONAL WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/110130) | 2021-07-23 | present | Yes |
| [ALTFEST PERSONAL WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/110130) | 1995-08-24 | 2003-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4667780)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4667780.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.