Bryan McCloskey (CRD# 5656194) is an Investment Advisor Representative working at Revisionist Wealth Advisors, LLC in Downingtown, PA and has over 14 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Revisionist Wealth Advisors, LLC | Downingtown, PA | Nov 2018 - Current | 5 |
| Bmac Financial Corporation | Downingtown, PA | Apr 2011 - Current | 13 |
| Wrps Properties | Downingtown, PA | Jan 2008 - Current | 16 |
| Partners For Prosperity, LLC | Mt. Enterprise, TX | Sep 2015 - Sep 2018 | 3 |
| Brian Mccloskey | Downington, PA | Jan 2009 - Sep 2015 | 6 |
| Old Security Advisors, Inc. | West Chester, PA | Mar 2013 - Jul 2014 | 1 |
| Old Security Trust | West Chester, PA | Apr 2011 - Jul 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2009 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2009 |
- PA
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Total Assets Under Management8MILLIONS
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Total Number of Accounts25ACCOUNTS
-
Average Account Value$310,291
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CT, PA
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