WM
WM

William Patrick Mccloskey

18 Years of Experience
Sells Insurance
Areas of Practice
Insurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
23 clients
Average Client Portfolio
$183K average
Assets Under Management
$4.2M
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Location

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

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History

Regulatory History
Clean regulatory record

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

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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.

Employment History
Current Registrations
Mccloskey & Associates, P.A.
March 2007 - Present · 18 yrs 11 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.