Karsten Stephen Appel
Investment adviser representative at Aegis Capital Corp.
10 yearsExperience
1 stateRegistered in
$1.8BFirm assets
16 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 assetsHourly
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.
- Aegis Capital Corp.Feb 2025 to now
- UnemployedNov 2024 to Feb 2025
- Equitable Advisors, LLC.Jul 2024 to Oct 2024
- UnemployedJun 2024 to Jul 2024
- Stony Brook UniversityJan 2021 to May 2024
- UnemployedJun 2020 to Dec 2020
- Colorado State UniversityAug 2019 to May 2020
- Saint Anthonys High SchoolSep 2016 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
Aegis Capital Corp.
$1.8BAssets managed
3,083Clients
97Advisers
16 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
- 7964027
- Firm CRD
- 15007