Broker Check
Megan Kaplan

Megan Kaplan

Registered Client Relationship Manager

Megan joined Steel Ridge Advisors after spending time with other financial institutions. She worked at both Charles Schwab and Merrill Lynch prior. Megan currently holds Series 7 and Series 66 security registrations. She prides herself in providing exceptional client services, no matter what the client need may be. Megan graduated from Siena College and also holds a Master’s degree from Long Island University.