William P. Mccloskey

MCCLOSKEY & ASSOCIATES, P.A.

Melbourne, FL 32901

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CRD#: 1876173

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

Are you a "fiduciary"?

Yes

Aliases

Bill Mccloskey

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.

MR. MCCLOSKEY IS AN INDEPENDENT INSURANCE AGENT WITH VARIOUS INSURANCE AGENCIES. HE SPENDS APPROXIMATELY 3 HOURS PER WEEK ON THIS ACTIVITY. MR. MCCLOSKEY IS PRESIDENT OF COLLABRIO & COMPANY AND ACT AS A BROKER BRINGING COMPANIES TOGETHER FOR A COMMON PURPOSE HE SPENDS APPROXIMATELY 1 HOUR PER WEEK ON THIS ACTIVITY.NONE INVESTMENT RELATED.THE BUSINESS WAS ESTABLISHED JANUARY 12TH 2015 MR. MCCLOSKEY IS PRESIDENT OF TOWER GATE PROPERTIES THIS IS A REAL ESTATES HOLDING COMPANY. HE SPENDS APPROXIMATELY LESS THEN 1 HOUR PER WEEK ON THIS ACTIVITY. NONE INVESTMENT RELATED.THE BUSINESS WAS ESTABLISHED MARCH 4TH 2013

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Patrick Mccloskey's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

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 32901

RIA

CRD#: 142883

Melbourne, FL

Past

July 27, 1995 - December 31, 1996

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

Past

October 27, 1988 - August 20, 1993

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

October 27, 1988 - August 20, 1993

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(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

State Security Law Exam

Series 63

Date: 3/18/2006

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/24/2006

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 10/24/1988

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MCCLOSKEY & ASSOCIATES, P.A.

BGS FINANCIAL SERVICES | MCCLOSKEY & ASSOCIATES, P.A. | MCCLOSKEY & ASSOCIATES, LLC

CRD#: 142883 / SEC#:

Florida

Registered Investment Advisory firm - (3/13/2007 Approved)

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Contact information

Main Address

601 E. Strawbridge Ave Suite 101, Melbourne, FL 32901

Mailing Address

Phone number

(321) 541-1262

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	23
AUM (Assets Under Management)	$ 4,200,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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William P. Mccloskey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Patrick Mccloskey's CRS (Customer Relationship Summary).

Certified licenses

Experience

MCCLOSKEY & ASSOCIATES, P.A.

WOODBURY FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 3/18/2006

Series 65

Date: 2/24/2006

Series 6

Date: 10/24/1988

Current Firm

MCCLOSKEY & ASSOCIATES, P.A.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MCCLOSKEY & ASSOCIATES, P.A.

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