William Patrick Mccloskey

Mccloskey & Associates, P.A.

18 Years of Experience

View SEC Summary

Firm Information

Mccloskey & Associates, P.A.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

1 advisor

Number of Clients

23 clients

Average Client Portfolio

$183K average

Assets Under Management

$4.2M

Fee Structure

Mr. McCloskey may receive customary fees as a result of insurance sales, which could create a conflict of interest. He also works as a consultant/broker for companies looking for call center vendors.

View Full Brochure on SEC

Areas of Practice

Insurance Planning

Advisor Information

Office location

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

Get directions

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

William is an independent insurance agent with various insurance agencies, dedicating a few hours per week to this activity. He is also president of Collabrio & Company and Tower Gate Properties, spending minimal time on each of these roles.