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CRD#: 326524
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for CONSELLO FINANCIAL LLC Comes From
Understanding the Statistics for CONSELLO FINANCIAL LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
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Registered
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Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
590 Madison Avenue 26th Floor, New York, NY 10022
Mailing Address
590 Madison Avenue 26th Floor, New York, NY 10022
Firm Size
Small
Phone Number
(212) 884-9304
Established
Delaware since 03/09/2022
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at CONSELLO FINANCIAL LLC
MS
Mark Gregory Shafir
RR
CRD#: 1767171
Location:
New York, NY 10022
Company:
CONSELLO FINANCIAL LLC
Disclosures:
Experience:
38 years
JS
Joshua L Small
RR
CRD#: 6379078
Location:
New York, NY 10022
Company:
CONSELLO FINANCIAL LLC
Disclosures:
Experience:
3 years
AL
Aleksandr Latushkin
RR
CRD#: 7530620
Location:
New York, NY 10022
Company:
CONSELLO FINANCIAL LLC
Disclosures:
Experience:
3 years
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