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MZ

Mihai Doru Zoicas

CONSELLO FINANCIAL
NEW YORK, NY 10022
Some features on this profile are disabled
CRD#: 7767731
MZ
Mihai Doru ZoicasCONSELLO FINANCIAL

Professional summary

Mihai Doru Zoicas, who also goes by Doru Zoicas, Mihaidoru Zoicas, is a registered financial professional currently at CONSELLO FINANCIAL LLC located in New York, New York.

Mihai Doru is registered as a RR (Registered Representative) and started their career in finance in 2024. Mihai Doru has worked at 2 firms and has passed the Series 63, Series 79TO and SIE exams.

Aliases

Doru Zoicas | Mihaidoru Zoicas

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 Mihai Doru Zoicas'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

July 13, 2026 - Present

CONSELLO FINANCIAL LLC

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

February 20, 2024 - June 9, 2026

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
New York, NY

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
(7/13/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 2/14/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 2/20/2024
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/12/2024
Securities Industry Essentials Examination
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)

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

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Company Information

CONSELLO FINANCIAL LLC

CRD#: 326524New York, NY 10022

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