William Patrick Mccloskey
Professional Summary
William Patrick Mccloskey, who also goes by Bill Mccloskey, is a registered financial advisor currently at MCCLOSKEY & ASSOCIATES, P.A. located in Melbourne, Florida. William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. William has worked at 4 firms and has passed the Series 63, Series 65 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bill Mccloskey
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
38 years in the financial services industry
Current & Past Employments
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Current Firm
BGS FINANCIAL SERVICES | MCCLOSKEY & ASSOCIATES, P.A. | MCCLOSKEY & ASSOCIATES, LLC
Contact Information
Main Address
601 E. Strawbridge Ave Suite 101, Melbourne, FL 32901Phone Number
(321) 541-1262# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
21AUM (Assets Under Management)
$6,340,000Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(3/13/2007)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 1988About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view William Patrick Mccloskey's CRS (Customer Relationship Summary).
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