Bryan M. Mccloskey
Professional summary
Bryan Michael Mccloskey, who also goes by Bryan Mccloskey, is a registered financial advisor currently at REVISIONIST WEALTH ADVISORS, LLC located in Downingtown, Pennsylvania and PL WEALTH ADVISORS, LLC located in Downingtown, Pennsylvania.
Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Bryan has worked at 5 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bryan Michael Mccloskey's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 2, 2019 - Present
REVISIONIST WEALTH ADVISORS, LLC
Office #1: 107 E Lancaster Ave, Downingtown, PA 19335November 11, 2024 - Present
PL WEALTH ADVISORS, LLC
November 10, 2015 - September 14, 2018
PROSPERITY ECONOMICS PARTNERS, LLC
April 2, 2013 - July 2, 2014
OLD SECURITY GROUP
January 14, 2010 - April 25, 2011
NEW ENGLAND SECURITIES
May 12, 2009 - April 25, 2011
NEW ENGLAND SECURITIES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/2/2019)
Exams
Current Firm
REVISIONIST WEALTH ADVISORS, LLC
CRD#: 299706 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 62 |
| AUM (Assets Under Management) | $ 17,100,000 |
Red Flags
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