Jack P. Mccluskey

CASTLE ISLAND WEALTH

PALM BEACH GARDENS, FL 33408

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CRD#: 7999029

Professional summary

Jack Pulitzer Mccluskey is a registered financial advisor currently at CASTLE ISLAND WEALTH located in Palm Beach Gardens, Florida.

Jack is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jack has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Insurance license. Investment-related. 11300 US HWY 1, Suite 600, Palm Beach Gardens, 33408. Title: Insurance agent. Start date: 10/4/2023. 0 hours spent on this activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Pulitzer 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

February 28, 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

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
(2/28/2025)

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: 1/10/2025

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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Jack P. Mccluskey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Pulitzer Mccluskey's CRS (Customer Relationship Summary).

Certified licenses

Experience

CASTLE ISLAND WEALTH

Primary Firm SEC Registration

CASTLE ISLAND WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 1/10/2025

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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