BM
BM

Bryan Michael Mccloskey

12 Years of Experience
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingInsurance Planning
Compensation
Fixed/Hourly
Firm Size
7 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only
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Location

Downingtown, PA

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History

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.

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Other Business Activities

Bryan is involved with Revisionist Wealth Advisors, LLC providing financial advisory services and BMAC Financial Corporation providing marketing services, dedicating about half his time to the latter. Bryan is also the sole owner of WRPS Properties, L.L.C., a real estate holding company, spending minimal time on it.

Employment History
Current Registrations
Pl Wealth Advisors, LLC
November 2024 - Present · 1 yr 3 mos
Revisionist Wealth Advisors, LLC
January 2019 - Present · 7 yrs 1 mo
Previous Registrations
Partners for Prosperity, LLC
November 2015 - September 2018 · 2 yrs 10 mos
Old Security Group
April 2013 - July 2014 · 1 yr 3 mos
New England Securities Corporation
January 2010 - April 2011 · 1 yr 3 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.