Mccloskey & Associates, P.a.

Mccloskey & Associates, P.a. (CRD# 142883) is a financial advisory firm headquartered in Melbourne, FL. They manage $5,665,771 in 39 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    39
    ACCOUNTS
  • Average Account Value
    $145,276
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Mccloskey & Associates, P.a.
Showing 1 - 1 of 1 top financial advisors.
1
William P. McCloskey
CRD#: 1876173
601 E. Strawbridge Ave, Suite 101, Melbourne, FL 32901
93
Wealthminder
score

William McCloskey (CRD# 1876173) is an Investment Advisor Representative working at Mccloskey & Associates, P.a. in Melbourne, FL and has over 12 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.