Kevin McCluskey (CRD# 2981542) is an Investment Advisor Representative working at Castle Island Wealth in West Palm Beach, FL and has over 26 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6480437
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sea Hunter Capital | West Palm Beach, FL | Dec 2017 - Current | 6 |
| Sea Hunter Capital | West Palm Beach, FL | Aug 2016 - Current | 7 |
| Raymond James & Associates, Inc. | Palm Beach, FL | Sep 2016 - Apr 2018 | 1 |
| Deutsche Bank Securities, Inc. | Palm Beach, FL | Dec 2010 - Sep 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1998 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2010 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- DE
- FL
- TX
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Total Assets Under Management117MILLIONS
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Total Number of Accounts73ACCOUNTS
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Average Account Value$1,607,806
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
DE, FL, NH, NY, TX
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