Alexia G. Mccluskey

CASTLE ISLAND WEALTH

PALM BEACH GARDENS, FL 33408

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CRD#: 6112071

Professional summary

Alexia Georgia Mccluskey, who also goes by Alexia Georgia Varga, is a registered financial advisor currently at CASTLE ISLAND WEALTH located in Palm Beach Gardens, Florida.

Alexia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Alexia has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alexia Georgia Varga

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.

1) Alexia G. McCluskey is a Partner/Founder at Brescia McCluskey, LLC (hereinafter, "BM") a public accounting firm located at 11300 US Hwy 1 Ste 600 North Palm Beach Florida. When appropriate, our advisory clients are referred to BM and vice versa. However, no referral fees of any kind will be paid for these referrals by either party. The nature of BM is tax & accounting. Her partnership with Brescia McCluskey began in August 2024. She spends a large portion of her time (approximately 35 hours per week) on these non-advisory activities. Her duties at BM include tax preparation, tax review and Book keeping.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexia Georgia Mccluskey's CRS (Customer Relationship Summary).

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

May 15, 2025 - Present

CASTLE ISLAND WEALTH

Office #1: 11300 Us Highway 1 Suite 600, Palm Beach Gardens, FL 33408

RIA

CRD#: 287710

PALM BEACH GARDENS, FL

Past

February 24, 2014 - December 31, 2024

GLOBAL TRUST

RIA

CRD#: 143120

WEST PALM BEACH, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CASTLE ISLAND WEALTH

CASTLE ISLAND WEALTH | SEA HUNTER CAPITAL PARTNERS LLC | SEA HUNTER CAPITAL LLC | SEA HUNTER CAPITAL

CRD#: 287710 / SEC#: 801-112273

RIA

Registered Investment Advisory firm - (1/8/2018 Approved)

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
(5/15/2025)

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

IAR

Series 65

Date: 1/31/2014

Uniform Investment Adviser Law Examination

Current Firm

CASTLE ISLAND WEALTH

CASTLE ISLAND WEALTH | SEA HUNTER CAPITAL PARTNERS LLC | SEA HUNTER CAPITAL LLC | SEA HUNTER CAPITAL

CRD#: 287710 / SEC#: 801-112273

RIA

Registered Investment Advisory firm - (1/8/2018 Approved)

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Contact information

Main Address

11300 Us Highway 1 Suite 600, Palm Beach Gardens, FL 33408

Mailing Address

Phone number

(561) 208-3883

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CASTLE ISLAND WEALTH ADV BROCHURE (3/13/2025)

Regulatory assets under management

Total Number of Accounts	94
AUM (Assets Under Management)	$ 121,165,452

Red Flags

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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Alexia G. Mccluskey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexia Georgia Mccluskey's CRS (Customer Relationship Summary).

Certified licenses

Experience

CASTLE ISLAND WEALTH

GLOBAL TRUST

Primary Firm SEC Registration

CASTLE ISLAND WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 1/31/2014

Current Firm

CASTLE ISLAND WEALTH

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CASTLE ISLAND WEALTH

TRUST BUT VERIFY

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