Revisionist Wealth Advisors, LLC

Revisionist Wealth Advisors, LLC (CRD# 299706) is a financial advisory firm headquartered in Downingtown, PA. They manage $7,757,282 in 25 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
107 E Lancaster Ave, Downingtown, PA 19335
http://www.bryanmccloskey.com
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $310,291
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)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, PA

Financial Advisors at Revisionist Wealth Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Bryan McCloskey, financial advisor Downingtown PA
Bryan M. McCloskey
CRD#: 5656194
107 E Lancaster Ave, Downingtown, PA 19335

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.

2
Suthee Suvansri, financial advisor Downingtown PA
Suthee T. Suvansri
CRD#: 7244822
107 E Lancaster Ave, Downingtown, PA 19335

Suthee Suvansri (CRD# 7244822) is an Investment Advisor Representative working at Revisionist Wealth Advisors, LLC in Downingtown, PA and has over 4 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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