Michelle Allison Kaplan is an investment adviser representative (IAR) with state registration records since 2023, appearing at 2 firms. Currently registered with MORGAN STANLEY SMITH BARNEY LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 2025-05-02 | present | Yes |
| UBS FINANCIAL SERVICES INC. | 2023-01-06 | 2024-11-07 | — |