Steven Roy Karpel
Investment Adviser Representative at Welcy Capital Advisors LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Steven Roy Karpel is an investment adviser representative with Welcy Capital Advisors LLC in Miami, FL, where they have been registered since 2026. They have worked in the securities industry since 2006 and were previously registered with HPO Americas Ltd. They have passed 9 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Florida.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Tavira Securities US LLCNov 2013 – Nov 2017Armonk, NY
- CSS Capital Advisory LLCJan 2017 – Dec 2022Miami, FL
- Aeneas Corporate Services LLCMar 2015 – Dec 2022Miami, FL
- Brickell Global Markets, Inc.Aug 2018 – May 2020Miami, FL
- Citadel Crypto Holdings LLCJan 2018 – Nov 2018Miami, FL
- Elneser Enterprises, LLCAug 2018 – May 2020Palmetto Bay, FL
- HPO Americas Ltd.Sep 2020 – Aug 2025Miami, FL
- Americanus Capital Partners LLCOct 2018 – no end date reportedMiami, FL
- U.S. Corporate Concierge LLCJun 2021 – no end date reportedMiami, FL
- 1414 West Avenue, LLCDec 2022 – no end date reportedMiami, FL
- Opus Design and Development FundJan 2024 – no end date reportedMiami, FL
- Optimal Real Estate Development LLCFeb 2025 – no end date reportedMiami, FL
- eFINOP LLCFeb 2025 – no end date reportedMiami, FL
- eFINOP Technologies LLCFeb 2025 – no end date reportedMiami, FL
- Prival Securities USA, Inc.Nov 2025 – no end date reportedMiami, FL
- Welcy Capital Advisors LLCJan 2026 – no end date reportedMiami, FL
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Welcy Capital Advisors LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Performance-based fees
- Other
- Firm account minimum
- $250,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Miami, FL
- SEC file number:
- 801-130588
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Welcy Capital Advisors LLC
3 other advisors in the directory
Similar advisors in Miami, FL
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Steven Roy Karpel has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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