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Ely Kaplansky

Integrated Wealth Concepts LLC

Needham, MA

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Current Employers
Integrated Wealth Concepts Llc

200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED_RES 2017-11-28
  • MA RA
    APPROVED_RES
    Since 2017-11-28

Branch Locations

10 Kearney Rd, Needham, MA 02494 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kaplansky Insurance Agency, Inc Needham MA 06/1974 Present
  • 06/1974 → Present
    Kaplansky Insurance Agency, Inc
    Needham, MA
Other Businesses

CEO at Kaplansky Insurance located at 10 Kearney Rd Needham, MA 02494 since 1974. Approximately 40 hours a week, some during trading hours. Not investment related, this OBA involves insurance.

View on SEC IAPD

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