Investment adviser representative · Private Advisor Group, LLC
Joseph Z. Caplan
CRD 7830000 · Highland Park, NJ
At a glance
Joseph Z. Caplan is an investment adviser representative with Private Advisor Group, LLC in Highland Park, NJ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Joseph’s SEC record dates to 2023, about 2 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Private Advisor Group, LLCSince June 2026Highland Park, NJ · $58B in regulatory assets
SEC adviser record
- Registered since
- 2023 (2 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Joseph’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Private Advisor Group, LLC
- Nathan A. AddoMorristown · Certified Financial Planner
- Shane AdkinsSpringfield · Certified Financial Planner
- Cameron J. AglowMorristown
- Victor J. AlfieriSimpsonville
- Grant AllenMorristown
- Jonathon AllenRidgewood · Certified Financial Planner
- Lucas L. AllenKaysville · Certified Financial Planner
- Ener AlmanzaEast Lansing
Every advisor at Private Advisor Group, LLC →Private Advisor Group, LLC: assets, clients and custodians →Financial advisors in Highland Park, NJ →Advisor Moves: who changed firms this week →