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TJ

Trevor D. Janoskie

CONSELLO FINANCIAL LLC
New York, NY 10022
Some features on this profile are disabled
CRD#: 6985721
TJ

Professional summary


Trevor Douglas Janoskie, who also goes by Trevor Douglas Janoskie, Trevor Janoskie, is a registered financial professional currently at CONSELLO FINANCIAL LLC located in New York, New York.

Trevor is registered as a RR (Registered Representative) and started their career in finance in 2018. Trevor has worked at 5 firms and has passed the Series 66, Series 87, Series 86, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Trevor Douglas Janoskie | Trevor Janoskie

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 Trevor Douglas Janoskie'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

November 6, 2024 - Present

CONSELLO FINANCIAL LLC

Office #1: 590 Madison Avenue 26th Floor, New York, NY 10022Office #2: 590 Madison Avenue 26th Floor, New York, NY 10022
BD
CRD#: 326524
New York, NY
Past

July 24, 2023 - August 16, 2024

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY
Past

November 16, 2021 - July 21, 2023

NEEDHAM & COMPANY, LLC

BD
CRD#: 16360
NEW YORK, NY
Past

October 29, 2019 - November 12, 2021

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA
CRD#: 793
BALTIMORE, MD
Past

October 29, 2019 - November 12, 2021

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
BALTIMORE, MD
Past

August 22, 2018 - October 30, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
HUNT VALLEY, MD
Past

August 3, 2018 - October 30, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
HUNT VALLEY, MD

State Registrations and Notice Filings


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

RR
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

RR
New York
(11/6/2024)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/21/2018
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

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)
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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
# of Employees

FINRA licenses (1 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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

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


CONSELLO FINANCIAL LLC

CRD#: 326524New York, NY 10022

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