Bennett R. Kaplan

GREAT PATH PLANNING

GOSHEN, NY 10924

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CRD#: 7165167

Professional summary

Bennett Reed Kaplan, CFP®, who also goes by Bennett Kaplan, Bennett R Kaplan, is a registered financial advisor currently at GREAT PATH PLANNING located in Goshen, New York.

Bennett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Bennett has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bennett Kaplan | Bennett R Kaplan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Employee of The Vanguard Group, Inc. (parent company of Vanguard Marketing Corporation) 100 Vanguard Blvd., Malvern, PA 19355.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bennett Reed Kaplan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

July 29, 2025 - Present

GREAT PATH PLANNING

Office #1: 12 Scotchtown Ave, Goshen, NY 10924

RIA

CRD#: 284461

GOSHEN, NY

Past

July 19, 2021 - July 18, 2025

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

CHARLOTTE, NC

Past

October 3, 2019 - July 18, 2025

VANGUARD MARKETING CORPORATION

CRD#: 7452

CHARLOTTE, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GREAT PATH PLANNING

GREAT PATH PLANNING | SEMITAM BONAM LLC D/B/A GREAT PATH PLANNING | SEMITAM BONAM LLC | GREAT PATH, LLC

CRD#: 284461 / SEC#: 801-119391

RIA

Registered Investment Advisory firm - (9/2/2020 Approved)

New York

Registered Investment Advisory firm - (10/7/2020 Terminated)

Texas

Registered Investment Advisory firm - (10/7/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(7/29/2025)

IAR

North Carolina
(7/29/2025)

IAR

Texas
(7/29/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/9/2021

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/11/2019

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/3/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/24/2019

Securities Industry Essentials Examination

Current Firm

GREAT PATH PLANNING

GREAT PATH PLANNING | SEMITAM BONAM LLC D/B/A GREAT PATH PLANNING | SEMITAM BONAM LLC | GREAT PATH, LLC

CRD#: 284461 / SEC#: 801-119391

RIA

Registered Investment Advisory firm - (9/2/2020 Approved)

New York

Registered Investment Advisory firm - (10/7/2020 Terminated)

Texas

Registered Investment Advisory firm - (10/7/2020 Terminated)

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Contact information

Main Address

12 Scotchtown Ave, Goshen, NY 10924

Mailing Address

Phone number

(845) 397-7284

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025-07-29 GREAT PATH PLANNING FORM ADV PART 2 (7/29/2025)

Regulatory assets under management

Total Number of Accounts	278
AUM (Assets Under Management)	$ 144,261,760

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/09/2025	Cover Page	Report
11/25/2024	Cover Page	Report
11/08/2023	Cover Page	Report
12/01/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Bennett R. Kaplan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bennett Reed Kaplan's CRS (Customer Relationship Summary).

Certified licenses

Experience

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

GREAT PATH PLANNING

State Registrations and Notice Filings

Exams

Series 66

Date: 7/9/2021

Series 63

Date: 10/11/2019

Series 7TO

Date: 10/3/2019

SIE

Date: 6/24/2019

Current Firm

GREAT PATH PLANNING

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

GREAT PATH PLANNING

TRUST BUT VERIFY

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