David L. Zimbalist

EUROCONSULT CAPITAL

New York, NY 10022

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CRD#: 2640704

Professional summary

David Louis Zimbalist, who also goes by David L Zimbalist, is a registered financial professional currently at EUROCONSULT CAPITAL, LLC located in New York, New York.

David is registered as a RR (Registered Representative) and started their career in finance in 1995. David has worked at 6 firms and has passed the Series 63, Series 79TO, SIE, Series 86, Series 87 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

David L Zimbalist

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view David Louis Zimbalist's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 23, 2020 - Present

EUROCONSULT CAPITAL, LLC

Office #1: 885 Third Avenue Floor 34, New York, NY 10022

CRD#: 143366

New York, NY

Past

August 23, 2018 - June 8, 2020

JANNEY MONTGOMERY SCOTT LLC

CRD#: 463

NEW YORK, NY

Past

April 1, 2004 - March 28, 2018

NATIXIS SECURITIES AMERICAS LLC

CRD#: 1101

NEW YORK, NY

Past

May 6, 2003 - March 15, 2004

BLAYLOCK & COMPANY, INC.

CRD#: 35669

NEW YORK, NY

Past

May 6, 1997 - August 20, 2002

MORGAN STANLEY & CO. LLC

CRD#: 8209

NEW YORK, NY

Past

December 12, 1995 - April 17, 1997

SCHRODER & CO. INC.

CRD#: 6112

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

New York
(9/23/2020)

Exams

State Security Law Exam

Series 63

Date: 12/28/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 86

Date: 3/18/2005

Research Analyst Exam - Part I Analysis Module

General Industry/Product Exam

Series 87

Date: 2/11/2005

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 7

Date: 12/11/1995

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

EUROCONSULT CAPITAL, LLC

CRD#: 143366 / SEC#: , 8-67554

Broker-Dealer Firm Regulated by FINRA (New York district office)

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Contact information

Main Address

23 Berkeley Square, London, W1J 6HE

Mailing Address

885 Third Avenue Floor 34, New York, NY 10022

Phone number

(212) 972-4300

Established

New York since 09/21/2006

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (3 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
EUROCONSULT, INC.	OWNER/MANAGING MEMBER
GRANBERG, ALAN KENT	FINOP/CFO	2232084
LEUNG, VICKY WAI-KA	DIRECTOR	2181006
YELLIN, EVAN SCOTT	DESIGNATED PRINCIPAL/CHIEF COMPLIANCE OFFICER	1727005

Red Flags

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David L. Zimbalist

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view David Louis Zimbalist's CRS (Customer Relationship Summary).

Certified licenses

Experience

JANNEY MONTGOMERY SCOTT LLC

NATIXIS SECURITIES AMERICAS LLC

BLAYLOCK & COMPANY, INC.

MORGAN STANLEY & CO. LLC

SCHRODER & CO. INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 12/28/1995

Series 79TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 86

Date: 3/18/2005

Series 87

Date: 2/11/2005

Series 7

Date: 12/11/1995

FINRA

Current Firm

EUROCONSULT CAPITAL, LLC

Contact information

FINRA licenses (3 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

EUROCONSULT CAPITAL, LLC

TRUST BUT VERIFY

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