Steven Todd Kaplan is an investment adviser representative (IAR) with state registration records since 2017, appearing at 3 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2025-05-29 | present | Yes |
| EAGLE STRATEGIES LLC | 2021-06-25 | 2024-11-18 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2017-05-05 | 2020-07-21 | — |