Michael Kaplan
Investment adviser representative at Madison Global Advisors LLC
12 yearsExperience
2 statesRegistered in
$71.4MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Madison Global Advisors LLCFeb 2025 to now
- Madison Global PartnersMay 2021 to now
- UnemployedJan 2014 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
Madison Global Advisors LLC
$71.4MAssets managed
233Clients
8Advisers
4 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
- 7971378
- Firm CRD
- 288894