Willliam
Mccloskey

William Joseph Capital Management,LLC

CRD#4802108
Investment Advisor
in Somers, CT

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About this Advisor

Willliam Mccloskey is a financial advisor based in Somers, Connecticut who has 7 years of industry experience. Mccloskey works at William Joseph Capital Management,LLC. During their career, Mccloskey has held roles at Stateline Senior Services, LLC, William Joseph Capital Management LLC and Integrity Marketing Group, LLC (Dba Stateline Senior Services). Mccloskey has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Connecticut and Massachusetts. William Joseph Capital Management,LLC is a registered investment company based in Bristol, CT. The company has offices in 14 locations and a total of 16 financial advisors. It handles $201 million in assets under management between its 1,393 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 1,393 customer accounts, just 13% are associated with high-net-worth investors who have at least $1 million in assets available to invest. William Joseph Capital Management,LLC provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees largely depend on which service is offered. However, fee types charged by William Joseph Capital Management,LLC likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

48 South Rd Unit 2
Somers, CT 06071

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William Joseph Capital Management,LLC Brokerage Details

Total Assets Under Management

$201,251,887

CT Average: $5,297,377,271
Total Number of Employees

16

CT Average: 35
Total Number of Accounts

1,393

CT Average: 690
Average Account Size

$144,474

CT Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Willliam Mccloskey Work History

Willliam has been registered as a financial advisor for 7 years.*

2021 - Present (3 years)

Integrity Marketing Group, LLC (Dba Stateline Senior Services)

2016 - Present (8 years)

William Joseph Capital Management LLC

2000 - 2021 (21 years)

Stateline Senior Services, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Willliam Mccloskey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at William Joseph Capital Management,LLC

Sabrina Scott
Lilburn, GA
Matthew Sweeney
Bristol, CT
Morgan Marx
Bristol, CT
Steven Minninger
Newport, RI
Sondra Ziegler
Bristol, CT
Daphne Roberson
Bristol, CT
Michael Schellinger
Bristol, CT
Mindy Gallina
Hampstead, NC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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