Cassel
Shapiro

Aegis Capital Corp

CRD#4700834
Investment Advisor
in New York, NY
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About this Advisor

Cassel Shapiro is a chartered financial analyst working out of New York, New York, who has been in the advisory business for 10 years. Shapiro is an employee of Aegis Capital Corp. Shapiro has gained experience at Independent Consultant, Spencer Trask, Aegis Capital Corp and Shapiro Consulting. Shapiro holds a Series 63 license, designating them as a securities broker, and is registered to advise clients in California. Aegis Capital Corp is a registered investment company that has its headquarters in New York, New York. The firm has offices in 26 locations and a total of 63 financial advisors. It administers $507 million in total assets between its 1,439 client accounts, placing it among the larger financial advisory firms in the nation by assets under management. The business provides a few services, including portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services usually are based on which services the firm provides the client. However, fee types charged by Aegis Capital Corp likely consist of asset-based and commission-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Commissions

Disclosures

No

Office Location

810 7Th Ave. 18Th And 22Nd Floor
New York, NY 10019

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Aegis Capital Corp Brokerage Details

Total Assets Under Management

$507,113,118

NY Average: $7,464,549,021
Total Number of Employees

63

NY Average: 88
Total Number of Accounts

1,439

NY Average: 3,892
Average Account Size

$352,407

NY Average: $1,917,921

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Cassel Shapiro Work History

Cassel has 10 years of experience.

2014 - Present (5 years)

Aegis Capital Corp

2013 - 2013 (0 years)

Aegis Capital Corp

2013 - Present (6 years)

Shapiro Consulting

2012 - 2013 (1 years)

Spencer Trask

2009 - 2011 (2 years)

Spencer Trask

2008 - 2009 (1 years)

Independent Consultant

Disclosures

Cassel Shapiro has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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