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Detailed Report
Seth David Appel
CRD#: 7951804
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Investment Adviser
KOVITZ INVESTMENT GROUP PARTNERS, LLCCRD#: 282241 One Greenwich Office Park
Greenwich, CT 06831
Registration History
Oct2024AprJulOct2025AprJulOct2026IAKOVITZ INVESTMENT GROUP PARTNE... (CRD# 282241)2025 - Present (<1 year)IAKOVITZ INVESTMENT GROUP PARTNE... (CRD# 282241)2024 - 2024 (<1 year)
License(s)

State Registrations

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Connecticut 1/6/2025
Current Registration(s)
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KOVITZ INVESTMENT GROUP PARTNERS, LLC (CRD#:282241)
One Greenwich Office Park, Greenwich, CT 06831
Registered with this firm since 1/6/2025
Previous Registration(s)
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 08/15/2024 - 12/31/2024 KOVITZ INVESTMENT GROUP PARTNERS, LLC (CRD#:282241) Greenwich, CT
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.