Mccloskey & Associates, P.a.

Mccloskey & Associates, P.a. (CRD# 142883) is a financial advisory firm headquartered in Melbourne, FL. They manage $4,190,000 in 33 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
601 E. Strawbridge Ave, Suite 101, Melbourne, FL 32901
http://www.mccloskeyassoc.com
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $126,970
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
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 McCloskey, financial advisor Melbourne FL
William P. McCloskey
CRD#: 1876173
601 E. Strawbridge Ave, Suite 101, Melbourne, FL 32901

William McCloskey (CRD# 1876173) is an Investment Advisor Representative working at Mccloskey & Associates, P.a. in Melbourne, FL and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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