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193 Graney Drive, River Vale, NJ 07675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-07-31 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kaplan, Plavin & Steinhardt, Llp | Montvale | NJ | 08/2007 | Present |
| Nym Advisors | River Vale | NJ | 12/2024 | Present |
KAPLAN,PLAVIN AND STEINHARDT, LLC; INVESTMENT RELATED; MONTVALE, NJ; CPA FIRM; PARTNER; START 01/2019; 160 HOURS PER MONTH; 120 HOURS PER MONTH DURING SECURITIES TRADING; ACCOUNTING SERVICES. KPS FINANCIAL SERVICES; NOT INVESTMENT RELATED; RIVER VALE, NJ; PARTNER; START 07/2011; 0 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING; RECEIVES COMMISSIONS FROM INSURANCE REFERRALS.
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