Alexia
Mccluskey
Castle Island Wealth
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About this Advisor
Alexia Mccluskey is a financial advisor based in North Palm Beach, Florida, working with Castle Island Wealth. Alexia has previously held positions at Nowlen, Holt & Miner, P.A, Global Trust Asset Management, LLC, Castle Island Wealth, and Brescia Mccluskey, LLC. Alexia has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Alexia is part of Castle Island Wealth, which is located in North Palm Beach, Florida. The firm has 4 employees and manages assets totaling $121.2 million. Castle Island Wealth serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Castle Island Wealth includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Castle Island Wealth Brokerage Details
$121,165,452
4
94
$1,288,994
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Alexia Mccluskey Work History
Castle Island Wealth
Castle Island Wealth
Brescia Mccluskey, LLC
Global Trust Asset Management, LLC
Nowlen, Holt & Miner, P.A
Disclosures
Please visit the SEC profile of Alexia Mccluskey 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 Castle Island Wealth
North Palm Beach, FL
North Palm Beach, FL
North Palm Beach, FL
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