Gabriel Kaplan
Investment adviser representative at Derastone
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$84.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- DerastoneFeb 2021 to now
- Derstone LLCApr 2010 to now
- Wealth HabitsApr 2010 to now
- Merrill Lynch, Pierce, Fenner & SmithJul 2008 to now
- Deloitte ConsultingAug 2016 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (NY).
Derastone
Legal name: Derastone LLC
$84.3MAssets managed
19Clients
1Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5324045
- Firm CRD
- 153748