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Ihson Nassiri

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CRD#: 7417376
IN

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Ihson Nassiri was a registered financial professional .

Ihson is a previously registered financial professional and started their career in finance in 2021. Ihson had worked at 3 firms and has passed the Series 63, SIE and Series 79TO exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

February 7, 2024 - July 11, 2025

CONSELLO FINANCIAL LLC

BD
CRD#: 326524
NEW YORK, NY
Past

June 29, 2023 - February 12, 2024

PICKWICK CAPITAL PARTNERS, LLC

BD
CRD#: 130672
NEW YORK, NY
Past

September 13, 2021 - November 25, 2022

BMO CAPITAL MARKETS CORP.

BD
CRD#: 16686
New York, NY

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 9/4/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/13/2021
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79TO
Date: 8/21/2021
Investment Banking Registered Representative Examination

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#: 326524

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