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Steven Roy Karpel

Welcy Capital Advisors LLC

Miami, FL

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Current Employers
Welcy Capital Advisors Llc

1101 Brickell Avenue Suite 1600, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-15
  • FL RA
    APPROVED
    Since 2026-01-15

Branch Locations

1101 Brickell Avenue Suite 1600, Miami, FL 33131 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tavira Securities Us Llc Armonk NY 11/2013 11/2017
Css Capital Advisory Llc Miami FL 01/2017 12/2022
Aeneas Corporate Services Llc Miami FL 03/2015 12/2022
Brickell Global Markets, Inc. Miami FL 08/2018 05/2020
Citadel Crypto Holdings Llc Miami FL 01/2018 11/2018
Elneser Enterprises, Llc Palmetto Bay FL 08/2018 05/2020
Hpo Americas Ltd. Miami FL 09/2020 08/2025
Americanus Capital Partners Llc Miami FL 10/2018 Present
U.S. Corporate Concierge Llc Miami FL 06/2021 Present
1414 West Avenue, Llc Miami FL 12/2022 Present
Opus Design And Development Fund Miami FL 01/2024 Present
Optimal Real Estate Development Llc Miami FL 02/2025 Present
Efinop Llc Miami FL 02/2025 Present
Efinop Technologies Llc Miami FL 02/2025 Present
Prival Securities Usa, Inc. Miami FL 11/2025 Present
Welcy Capital Advisors Llc Miami FL 01/2026 Present
  • 11/2013 → 11/2017
    Tavira Securities Us Llc
    Armonk, NY
  • 01/2017 → 12/2022
    Css Capital Advisory Llc
    Miami, FL
  • 03/2015 → 12/2022
    Aeneas Corporate Services Llc
    Miami, FL
  • 08/2018 → 05/2020
    Brickell Global Markets, Inc.
    Miami, FL
  • 01/2018 → 11/2018
    Citadel Crypto Holdings Llc
    Miami, FL
  • 08/2018 → 05/2020
    Elneser Enterprises, Llc
    Palmetto Bay, FL
  • 09/2020 → 08/2025
    Hpo Americas Ltd.
    Miami, FL
  • 10/2018 → Present
    Americanus Capital Partners Llc
    Miami, FL
  • 06/2021 → Present
    U.S. Corporate Concierge Llc
    Miami, FL
  • 12/2022 → Present
    1414 West Avenue, Llc
    Miami, FL
  • 01/2024 → Present
    Opus Design And Development Fund
    Miami, FL
  • 02/2025 → Present
    Optimal Real Estate Development Llc
    Miami, FL
  • 02/2025 → Present
    Efinop Llc
    Miami, FL
  • 02/2025 → Present
    Efinop Technologies Llc
    Miami, FL
  • 11/2025 → Present
    Prival Securities Usa, Inc.
    Miami, FL
  • 01/2026 → Present
    Miami, FL
Previous Registrations
  • 2024-06-14 → 2025-08-26
    Hpo Americas Ltd.
    Miami, FL
  • 2021-07-30 → 2023-12-31
    Hpo Americas Ltd.
    Miami, FL
  • 2021-02-26 → 2021-05-27
    Hpo Americas Ltd.
    Miami, FL
Other Businesses

Welcy Capital Advisors, LLC , 01/2026, CCO, investment related, affiliated investment adviser firm, 10-15 hours a week during trading hours. eFINOP LLC; non-investment related; business address: 40 SW 13th St, Suite 201B, Miami, FL 33130; nature of the business: software application to automate of financial reports; position/title: CEO/Founder, 50% owner; start date 02/2025; approximate number of hours/month devoted: <5; approximate number of hours devoted during trading hours: 0; duties/responsibilities: assist partner when required to make operational decisions eFINOP Technologies LLC; non-investment related: business address: 40 SW 13th St, Suite 201B, Miami, FL 33130; nature of the business: owner of intellectual property of software application to automate of financial reports; position/title: CEO/Founder, 40% owner; start date 02/2025; approximate number of hours/month devoted: <5; approximate number of hours devoted during trading hours: 0; duties/responsibilities: planning and oversight of development of software application to automate financial reports Optimal Real Estate Development: non-investment related: business address: 500 Brickell Ave Suite 3410, Miami, FL 33131; nature of the business: real estate development; position/title: Managing Member/100% owner; start date 02/2025; approximate number of hours/month devoted: <5; approximate number of hours devoted during trading hours: 0; duties/responsibilities: real estate investing and development U.S. Corporate Concierge LLC; non-investment related; business address: 500 Brickell Avenue, Suite 3410, Miami, FL 33131; the nature of the business: bookkeeping and administrative services to U.S. corporate entities; position/title: Managing Partner / 50% Owner; start date: 06/21; approximate number of hours/month devoted: <5; approximate number of hours/month devoted during trading hours: 0; duties/responsibilities relating to the other business: limited to monthly review of financials and general ledger completed by bookkeeper and administrative services. Opus Design and Development Fund, Miami, FL , Managing Partner and CFO, development of waterfront luxury homes, January 2024, approximate 5 hours a week, 2 hours a week during trading hours, investment related. Americanus Capital Partners LLC; not securities related; Miami, FL 33130; the nature of the business: personal investments in private mortgage lending; position/title: Owner; start date: 10/2018; approximate number of hours/month devoted: 0; number of hours during trading hours: 0; no duties related to business. 1414 West Ave LLC: Miami, FL 33130; start date 12/2022; nature of business: project management of a construction project; [project manager; approximate number of hours/month devoted: <5; number of hours during trading hours: 0

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-18
S63 Uniform Securities Agent State Law Examination 1991-06-24
  • S66 Uniform Combined State Law Examination
    2021-02-18
  • S63 Uniform Securities Agent State Law Examination
    1991-06-24

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