William P. 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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Patrick Mccloskey's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 13, 2007 - Present
MCCLOSKEY & ASSOCIATES, P.A.
Office #1: 601 E. Strawbridge Ave Suite 101, Melbourne, FL 32901Office #2: 601 E. Strawbride Ave Suite 101, Melbourne, FL 32901July 27, 1995 - December 31, 1996
WOODBURY FINANCIAL SERVICES, INC.
October 27, 1988 - August 20, 1993
METROPOLITAN LIFE INSURANCE COMPANY
October 27, 1988 - August 20, 1993
MSI FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/13/2007)
Exams
Current Firm
MCCLOSKEY & ASSOCIATES, P.A.
CRD#: 142883 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 21 |
| AUM (Assets Under Management) | $ 6,340,000 |
Red Flags
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