AdFi
BH

Barry Howard Kaplan

Investment Adviser Representative at MODERA WEALTH MANAGEMENT, LLC

Atlanta, GACRD #5155847Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
20 yrs
States Registered
2 states

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 2 states
GeorgiaTexas

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Modera Wealth Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MODERA WEALTH MANAGEMENT, LLCCurrent
1/3/2017Atlanta, GA
CAMBRIDGE WEALTH COUNSEL
9/30/20062/28/2017Atlanta, GA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at MODERA WEALTH MANAGEMENT, LLC

Showing 12 of 128 in the directory

View MODERA WEALTH MANAGEMENT, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Barry Howard Kaplan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Barry Howard Kaplan - Financial Advisor in Atlanta, GA | AdvisorFinder