AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
YN

Yosuke Nishibayashi

CONSELLO FINANCIAL
NEW YORK, NY
·CRD# 6101766·14 years experience

Professional Summary

Yosuke Nishibayashi is a registered financial advisor currently at CONSELLO FINANCIAL LLC located in New York, New York. Yosuke is registered as a RR (Registered Representative) and started their career in finance in 2012. Yosuke has worked at 4 firms and has passed the SIE, Series 79 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
View profile
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · CRD#

Years of Experience

14 years in the financial services industry

Current & Past Employments

CONSELLO FINANCIAL LLC·CRD# 326524
BD
1. 590 Madison Avenue 26th Floor, New York, NY 100222. 590 Madison Avenue 26th Floor, New York, NY 10022
February 7, 2024 - Present
PICKWICK CAPITAL PARTNERS, LLC·CRD# 130672
BD
New York, NY
June 15, 2022 - February 9, 2024
MORGAN STANLEY & CO. LLC·CRD# 8209
BD
New York, NY
July 29, 2014 - May 23, 2022
LAZARD FRERES & CO. LLC·CRD# 2528
BD
New York, NY
August 27, 2012 - June 19, 2014

Similar Advisors

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · CRD#

Current Firm

CF
CONSELLO FINANCIAL LLC

CONSELLO FINANCIAL LLC

CRD#: 326524 / SEC#: 8-71101
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)

Contact Information

Main Address

590 Madison Avenue 26th Floor, New York, NY 10022

Mailing Address

590 Madison Avenue 26th Floor, New York, NY 10022

Phone Number

(212) 884-9304

Established

Delaware since 03/09/2022

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (2 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
CONSELLO MB HOLDINGS LLCMANAGER—
BRITT, HARRIET JAYNECHIEF COMPLIANCE OFFICER AND ANTI-MONEY LAUNDERING OFFICER1429634
NISHIBAYASHI, YOSUKECHIEF EXECUTIVE OFFICER6101766
ROMERO, MONIQUE VICTORIAFINOP6712654

Similar Advisors

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · CRD#

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.

Similar Advisors

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 79 — Investment Banking Registered Representative Examination

Passed Aug 2012About the Series 79 exam

Series 24 — General Securities Principal Examination

Passed Aug 2022About the Series 24 exam
FINRA
SRO Registrations

Similar Advisors

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Yosuke Nishibayashi's CRS (Customer Relationship Summary).

Similar Advisors

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · CRD#
YN
Follow Yosuke
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required