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Isabella D. Mccloskey

NERDWALLET WEALTH PARTNERS
NEW YORK, NY 10038
CRD#: 8155770
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IM
Isabella Dantas MccloskeyNERDWALLET WEALTH PARTNERS

Professional summary

Isabella Dantas Mccloskey is a registered financial advisor currently at NERDWALLET WEALTH PARTNERS, LLC located in New York, New York.

Isabella is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Isabella has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Isabella Dantas Mccloskey'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

March 3, 2026 - Present

NERDWALLET WEALTH PARTNERS, LLC

Office #1: 123 William Street 21st Floor, New York, NY 10038
RIA
CRD#: 337328
NEW YORK, NY
Past

September 17, 2025 - February 12, 2026

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
NEW YORK, NY
Past

September 8, 2025 - February 12, 2026

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY

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".
NW
NERDWALLET WEALTH PARTNERS, LLC
NERD WALLET WEALTH PARTNERS | NERDWALLET WEALTH PARTNERS, LLC

CRD#: 337328 / SEC#: 801-133943

RIA
Registered Investment Advisory firm - (6/13/2025 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
New York
(3/3/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/5/2025
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/6/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/10/2025
Securities Industry Essentials Examination

Current Firm

NW
NERDWALLET WEALTH PARTNERS, LLC
NERD WALLET WEALTH PARTNERS | NERDWALLET WEALTH PARTNERS, LLC

CRD#: 337328 / SEC#: 801-133943

RIA
Registered Investment Advisory firm - (6/13/2025 Approved)
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Contact information

Main Address
123 William Street 21st Floor, New York, NY 10038
Mailing Address
Phone number
(917) 275-7821
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (1/30/2026)

Regulatory assets under management

Total Number of Accounts1,014
AUM (Assets Under Management)$ 236,118,186

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.

Company Information

NERDWALLET WEALTH PARTNERS, LLC

CRD#: 337328New York, NY 10038

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