Edward McCluskey, financial advisor Aventura FL
90 score

Edward McCluskey

CRD Number: 5924481
Current Firm: Strategic Advisers, Inc.

Edward McCluskey (CRD# 5924481) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Aventura, FL and has over 3 years of experience in the finance industry.

Similar Advisors
Allen Giese, financial advisor Aventura FL
Allen P. Giese
CRD# 2145424
Northstar Financial Planners, Inc.
Score
105
Similar Advisors
Justin Blews, financial advisor Aventura FL
Justin Blews
CRD# 4223891
Morgan Stanley
Score
103
Similar Advisors
Jonathan Cameron, financial advisor Aventura FL
Jonathan G. Cameron
CRD# 5301972
Camerondowning, LLC
Score
103
Company Name Location Dates Years
Fidelity Brokerage Services, LLC Jacksonville, FL Sep 2012 - Current 4
Northwestern Mutual Ft. Lauderdale, FL Jan 2012 - Aug 2012 < 1
Florida State University Tallahassee, FL Jun 2007 - Dec 2011 4
Northwestern Mutual Ft. Lauderdale, FL May 2011 - Sep 2011 < 1
Yianni's Nightclub Tallahassee, FL Jun 2010 - Sep 2010 < 1
The Athletic Factor Pompano Beach, FL Jan 2007 - May 2007 < 1
Coral Springs High School Coral Springs, FL Sep 2003 - May 2007 3
Woodmont Country Club Tamarac, FL Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2013
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for Edward C. McCluskey
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Edward McCluskey and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.