MCCLOSKEY & ASSOCIATES, P.A.

MCCLOSKEY & ASSOCIATES, P.A. of MELBOURNE, FL is an SEC-registered investment adviser (CRD 142883). Regulatory assets under management: $6.3M.

Registration

• CRD: 142883
• Type: Registered investment adviser
• Location: 601 E. STRAWBRIDGE AVE, MELBOURNE, FL, 32901
• Phone: 321-541-1262
• Latest filing: 2026-03-16
• Regulatory AUM: $6.3M
• Discretionary AUM: $6.3M
• Clients: 1
• Accounts: 21

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 142883 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search