Consello Financial LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 326524
- Registered since
- February 7, 2024
Firm profile
FINTRXOverview
Consello Financial LLC is organized as a limited liability company and is listed as an SEC-registered firm in 2024. FINTRX classifies the entity as an investment bank rather than a traditional registered investment adviser, and its ownership is recorded as a mix of a domestic entity and an individual. The snapshot flags the firm as not being a capital allocator, not active on ESG criteria, and not identified as a multi-state adviser, pension consultant, or related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Harriet Britt
Chief Compliance OfficerCRD 1429634
Contacts
3 of 15
Abigail Lake
AssociateCRD 7087504
Kiran Moorthy
Managing DirectorCRD 5683388
Yosuke Nishibayashi
Managing DirectorCRD 6101766
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 590 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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