Willliam McCloskey (CRD# 4802108) is an Investment Advisor Representative working at William Joseph Capital Management, Inc. in Somers, CT and has over 19 years of experience in the finance industry.
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
CRD# 4385290
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Integrity Marketing Group, Llc (dba Stateline Senior Services) | Somers, CT | Nov 2021 - Current | 2 |
| William Joseph Capital Management LLC | Somers, CT | Feb 2016 - Current | 8 |
| Stateline Senior Services, LLC | Somers, CT | Mar 2000 - Nov 2021 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2004 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2016 |
- CT
- MA
-
Total Assets Under Management270MILLIONS
-
Total Number of Accounts835ACCOUNTS
-
Average Account Value$323,603
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CT, FL, GA, IL, MA, ME, NC, NH, NY, PA, RI, SC, TX, VA, WI
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