Unclaimed Profile

Karsten North Hazelett

AFFINITY CAPITAL ADVISORS LLC·BERKELEY, California

SIE, Series 3, Series 7, Series 63Clean record29 years registeredAFFINITY CAPITAL ADVISORS LLC

825 PAGE STREET, BERKELEY, CA 94710CRD# 1293622Firm CRD# 166226

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Karsten North Hazelett · BERKELEY, CA

Registration

CRD #1293622 · AFFINITY CAPITAL ADVISORS LLC · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: AFFINITY CAPITAL ADVISORS LLC

AFFINITY CAPITAL ADVISORS LLC

May 2013 – Oct 2020

BERKELEY, CA

MORGAN STANLEY

Jun 2009 – Jun 2013

BERKELEY, CA

CITIGROUP GLOBAL MARKETS INC.

Jul 1997 – Jun 2009

BERKELEY, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 63

Registration record

First registered · July 8, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AFFINITY CAPITAL ADVISORS LLC

CRD 166226 · SEC 801-81133

AUM

$480M

Regulatory assets under management

Employees

1,409 client accounts

Services offered by AFFINITY CAPITAL ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AFFINITY CAPITAL ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Karsten North Hazelett offer?

Karsten North Hazelett specializes in Financial Planning, Investment Management.

What are Karsten North Hazelett's credentials?

Karsten North Hazelett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Karsten North Hazelett located?

Karsten North Hazelett is based in BERKELEY, California, last registered with AFFINITY CAPITAL ADVISORS LLC.

How does Karsten North Hazelett charge for services?

Karsten North Hazelett's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AFFINITY CAPITAL ADVISORS LLC?

AFFINITY CAPITAL ADVISORS LLC has approximately 8 employees and manages $480M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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