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David W Consolino

Eagle Point Securities LLC

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About David W Consolino

David Consolino is a financial advisor with Eagle Point Securities LLC. David has been in the financial services industry since May 1997. Previously, David worked at Wealthforge Securities, LLC, Preferred Capital Securities, LLC, Stira Capital Markets Group, LLC, John Hancock Distributors LLC and Manulife Wood Logan, Inc.. David is licensed to provide financial advice in 15 states, including Alabama, Arkansas, District of Columbia, Florida, Georgia, Kentucky, Louisiana, Maryland, Mississippi, North Carolina, Puerto Rico, South Carolina, Tennessee, Virginia and West Virginia. David holds FINRA Series 6, 7, 63, 65 and SIE licenses.

Firm Information

David Consolino is currently registered with Eagle Point Securities LLC. Eagle Point Securities LLC is a Limited Liability Company formed on November 29, 2022. They are registered with the SEC and all 50 states as well as Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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David Consolino’s Registration & Firm History

CT

03/01/2024 - Present

Eagle Point Securities LLC (Greenwich CT)

VA

02/09/2023 - 03/01/2024

WEALTHFORGE SECURITIES, LLC (RICHMOND VA)

GA

12/27/2018 - 02/02/2023

PREFERRED CAPITAL SECURITIES, LLC (ATLANTA GA)

CA

07/06/2011 - 10/18/2018

STIRA CAPITAL MARKETS GROUP, LLC (IRVINE CA)

MA

01/01/2002 - 05/31/2011

JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)

CT

02/04/1997 - 01/01/2002

MANULIFE WOOD LOGAN, INC. (STAMFORD CT)

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Licenses & Designations

IA

Issued 09/19/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/07/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/21/1997

Series 7 - General Securities Representative Examination

BC

Issued 02/03/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David W Consolino.
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