Bryan Mccloskey is a registered investment advisor at Pl Wealth Advisors, LLC, based in Downingtown, PA, with 12 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Insurance Planning, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
PL Wealth Advisors does not directly manage investments. They can refer you to third-party managers who will manage your investments for a fee. PL Wealth Advisors may receive a portion of the management fee charged by the third-party manager, ranging from 0.50% to 1.50% annually. This fee is included in the overall management fees charged by the third-party manager.
Location
Downingtown, PA
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Regulatory History
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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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
Revisionist Wealth Advisors, LLC
Previous Registrations
Partners for Prosperity, LLC
Old Security Group
New England Securities Corporation
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.