Miguel Cebolla Tomas

ZINK WEALTH SOLUTIONS LLC

Key Biscayne, FL 33133

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CRD#: 5773264

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.

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.

The advisor shows no other business activity.

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

CRD#: 321983

Coconut Grove, FL

Past

September 17, 2021 - October 20, 2021

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

MIAMI, FL

Past

May 16, 2013 - September 17, 2021

BBVA SECURITIES INC.

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

CRD#: 17086

MIAMI, FL

Past

August 4, 2010 - July 2, 2012

BNP PARIBAS INVESTMENT SERVICES, LLC

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/10/2012

Uniform Combined State Law Examination

General Industry/Product Exam

Series 99TO

Date: 2/7/2024

Operations Professional Examination

General Industry/Product Exam

Series 82TO

Date: 2/7/2024

Limited Representative-Private Securities Offerings

General Industry/Product Exam

Series 7TO

Date: 11/20/2022

General Securities Representative Examination

General Industry/Product Exam

Series 79TO

Date: 11/20/2022

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/3/2010

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	8
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.

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Advisor Monitoring

Firm Stability Insights

Miguel Cebolla Tomas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Miguel Cebolla Tomas's CRS (Customer Relationship Summary).

Certified licenses

Experience

ZINK DISTRIBUTION SOLUTIONS

PNC WEALTH MANAGEMENT LLC

BBVA SECURITIES INC.

PNC MANAGED ACCOUNT SOLUTIONS, INC.

BBVA COMPASS INVESTMENT SOLUTIONS, INC

BNP PARIBAS INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/10/2012

Series 99TO

Date: 2/7/2024

Series 82TO

Date: 2/7/2024

Series 7TO

Date: 11/20/2022

Series 79TO

Date: 11/20/2022

SIE

Date: 10/1/2018

Series 7

Date: 8/3/2010

FINRA

Current Firm

ZINK WEALTH SOLUTIONS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ZINK WEALTH SOLUTIONS LLC

TRUST BUT VERIFY

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