Bryan Michael McCloskey
Financial advisor at Pl Wealth Advisors, LLC
Last updated 2026-10-10
Claim your profileBryan Michael McCloskey is a financial advisor at Pl Wealth Advisors, LLC, CRD 5656194. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2010-01-14.
Registration
- CRD number
- 5656194
- Registration status
- Active
- IAPD registration
- 2010-01-14
- Industry Experience
- 16 years
- Work Experience
- 18 years
- States registered
- PA, UT
Licenses and exams
- Series 63
- Series 65
Work history
- 2011-04 to Present · Bmac Financial Corporation · Downingtown, PA
- 2008-01 to Present · Wrps Properties · Downingtown, PA
- 2015-09 to 2018-09 · Partners for Prosperity, LLC · Mount Enterprise, TX
- 2018-11 to Present · Revisionist Wealth Advisors, LLC · Downingtown, PA
- 2024-11 to Present · Pl Wealth Advisors, LLC · Salt Lake City, UT
Current employment
- Pl Wealth Advisors, LLC · Salt Lake City, UT
- Revisionist Wealth Advisors, LLC · Downingtown, PA
About
Bryan Michael McCloskey is a financial advisor at Pl Wealth Advisors, LLC. Reported securities licenses include Series 63 and Series 65. The latest record indicates 16 years of industry experience and 18 years of reported work history. Reported roles include Bmac Financial Corporation, Wrps Properties, Partners for Prosperity, LLC, among others.
SEC disclosures list additional business and community activities: Revisionist Wealth Advisors: L; C.
Official record
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