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Carl David Leschinski

Aegis Capital Corp.

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About Carl David Leschinski

Carl David Leschinski is a registered representative with Aegis Capital Corp. Carl has been in the securities industry since August 4, 1996. Carl has worked with several firms over the course of his career, including Dawson James Securities, Inc., ViewTrade Financial, National Securities Corporation, The Agean Group, Inc, H.J. Meyers & Co., Inc., Patterson Travis, Inc. and Americorp Securities, Inc. Carl is licensed in Arizona, California, Florida, Illinois, Indiana, Maryland, New Jersey, New York, North Dakota, and Pennsylvania. Carl specializes in portfolio management for individuals, businesses and pooled investment vehicles.

Firm Information

Carl Leschinski is currently registered with Aegis Capital Corp.. Aegis Capital Corp. is a corporation formed in 1984 and headquartered in New York, NY. The firm provides financial planning, portfolio management for individuals, businesses, and pooled investment vehicles. Aegis Capital Corp. is registered with the SEC and in 53 states. The firm has over 257 registered representatives and manages approximately $1.28 billion in assets.
Aegis Capital Corp.

1345 AVENUE OF THE AMERICAS

NEW YORK, NY 10105

$1.28B

Assets Under Management

Not reported

Total Clients

156

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Carl Leschinski’s Registration & Firm History

NJ

09/21/2021 - Present

Aegis Capital Corp. (MANASQUAN NJ)

NJ

10/26/2004 - 10/12/2021

DAWSON JAMES SECURITIES, INC. (MANASQUAN NJ)

FL

09/26/2002 - 10/26/2004

VIEWTRADE FINANCIAL (BOCA RATON FL)

FL

08/31/2000 - 10/04/2002

NATIONAL SECURITIES CORPORATION (BOCA RATON FL)

FL

09/23/1998 - 09/20/2000

THE AGEAN GROUP, INC (BOCA RATON FL)

NY

09/09/1997 - 10/05/1998

H.J. MEYERS & CO., INC. (ROCHESTER NY)

CO

02/06/1997 - 09/18/1997

PATTERSON TRAVIS, INC. (ENGLEWOOD CO)

NY

08/05/1996 - 02/05/1997

AMERICORP SECURITIES, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/06/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/09/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/02/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE Arca, Inc.

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Carl David Leschinski.
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