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Miguel Cebolla Tomas

ZINK WEALTH SOLUTIONS LLC
Key Biscayne, FL 33133
Some features on this profile are disabled
CRD#: 5773264
MC

Professional summary


Miguel Cebolla Tomas, who also goes by Miguel Cebolla, is a registered financial advisor currently at ZINK WEALTH SOLUTIONS LLC located in Key Biscayne, Florida and ZINK DISTRIBUTION SOLUTIONS located in Coconut Grove, Florida.

Miguel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Miguel has worked at 7 firms and has passed the Series 66, Series 99TO, Series 82TO, Series 7TO, Series 79TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Miguel Cebolla

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.
1.) LUNA 47; Not-investment related; SL; Plaza Olof Palme Valencia, Spain; Start: April 2008 - For Profit / Family Holding Company / Partial Owner & Partner / / No Duties / No Hours Devoted During or After Trading Hours 2.) Zink Investment Solutions EAF SL / Calle Beatriz Tortosa 2, 26 Valencia, Spain 46021 / October 2023 / Owner & Partner / Nature of Business: Investment Advisor / 2 hours devoted per week / 0 hours devoted during trading hours 3.) Orchata Capital, LLC / 155 Ocean Lane Dr. Apt 1001 Key Biscayne Florida 33149 / May 2023 / Family Holding Company / Sole Member / Not Business Investment Related / Nature of Business: Tax Preparation & Accounting Supervision / 1 hour per week / No Hours During Trading Hours 4.) The Happy Onion LLC / 155 Ocean Lane Dr. Apt 1001 Key Biscayne Florida 33149 / January 2023 / Family Holding Company / Authorized Signature / Not Business Investment Related / Nature of Business: Tax Preparation & Accounting Supervision / No Hours During or After Trading Hours 5.) Commodore Club West, Inc / 155 Ocean Lane Dr. Apt 1001 Key Biscayne Florida 33149 / April 2023 / Nature of Business: Home Owner Association NPO / President / Not Business Investment Related / 3 hours per week / 0 hours during trading hours 6.) Sphere Properties Group / 2937 SW 27th Avenue Miami Florida 33133 / April 2023 / Manager / Nature of Business: Real Estate / Not Business Investment Related / 5 hours per week / 0 hours during trading hours 7.) Zink Investment Solutions LLC / 2937 SW 27th Avenue Miami Florida 33133 / April 2021 / Partner / Nature of Business: Holding Corporation / Not Business Investment Related / 5 hours per week / 0 hours during trading hours 8.) Zink Insurance Solutions LLC / 2937 SW 27th Avenue Miami Florida 33133 / October 2021 / Partner / Nature of Business: Insurance Agency / Not Business Investment Related / 7 hours per week / 0 hours during trading hours 9.) Zink Distribution Solutions LLC / 2937 SW 27th Avenue Miami Florida 33133 / October 2021 / Partner / Capital Aquisition Broker / 9 hours per week / 0 hours during trading hours 10) Nexwater; Not-investment related; Via A duran, Canton Guayaquil, Ecuador; Water treatment business; Senior Advisor; Start: 12/2024; 5% not during trading hours; provide strategic guidance when needed. 11) Sphere Properties LLC; Not-Investment related; 2937 SW 27th Avenue Miami Florida 33133 / April 2023 / Manager / Nature of Business: Real Estate Developer/ 5 hours per week / 0 hours during trading hours 12) Sphere Properties Urbano 16, LLC; Not-Investment related; 2937 SW 27th Avenue Miami Florida 33133; Real Estate Project; Manager; Start: 04/27/2023; 0 hrs. during trading hrs.; real estate project. 13) Zink Wealth Solutions; Investment-related; 2937 SW 27th Avenue Miami Florida 33133; Registered Investment Advisor; Start: 11/02.2021; 9 hrs./week during trading hrs.; investment advisor 14) Advanced Food Services, LLC; Not-Invest related'; 2937 SW 27th Avenue Miami Florida 33133; Food Safety; Advisory Board; Start: 10/12/2023; 1 hr./week during trading hrs.; Advisory Board.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Miguel Cebolla Tomas's 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

October 17, 2022 - Present

ZINK WEALTH SOLUTIONS LLC

Office #1: 2937 Sw 27th Ave Suite 303, Key Biscayne, FL 33133
RIA
CRD#: 319554
Key Biscayne, FL
Current

February 7, 2024 - Present

ZINK DISTRIBUTION SOLUTIONS

Office #1: 2937 Sw 27th Avenue Suite 302/303, Coconut Grove, FL 33133
BD
CRD#: 321983
Coconut Grove, FL
Past

September 17, 2021 - October 20, 2021

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
MIAMI, FL
Past

May 16, 2013 - September 17, 2021

BBVA SECURITIES INC.

BD
CRD#: 27060
MIAMI, FL
Past

December 17, 2012 - October 20, 2021

PNC MANAGED ACCOUNT SOLUTIONS, INC.

RIA
CRD#: 110476
MIAMI, FL
Past

July 30, 2012 - May 16, 2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC

BD
CRD#: 17086
MIAMI, FL
Past

August 4, 2010 - July 2, 2012

BNP PARIBAS INVESTMENT SERVICES, LLC

BD
CRD#: 44598
MIAMI, FL

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(10/17/2022)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/10/2012
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 2/7/2024
Operations Professional Examination
General Industry/Product Exam
RR
Series 82TO
Date: 2/7/2024
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
Series 7TO
Date: 11/20/2022
General Securities Representative Examination
General Industry/Product Exam
RR
Series 79TO
Date: 11/20/2022
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


ZW
ZINK WEALTH SOLUTIONS LLC
ZINK WEALTH SOLUTIONS LLC

CRD#: 319554 / SEC#:

Florida
Registered Investment Advisory firm - (10/17/2022 Approved)
New York
Registered Investment Advisory firm - (10/10/2024 Terminated)
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Contact information


Main Address
2937 Sw 27th Ave Suite 303, Miami, FL 33133
Mailing Address
Phone number
(305) 753-4115
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts8
AUM (Assets Under Management)$ 29,810,812

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ZINK WEALTH SOLUTIONS LLC

CRD#: 319554Key Biscayne, FL 33133

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