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Scott Bartlett McCloskey

Newfront Retirement Services, Inc.

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About Scott Bartlett McCloskey

Scott McCloskey is a financial professional with over 10 years of experience in the industry. Scott is currently registered as an Investment Advisor Representative with Newfront Retirement Services, Inc. Scott's previous experience includes roles with ABD Retirement Services, Inc., Financial Telesis Inc., and Wells Fargo Insurance Services Investment Advisors, Inc. Scott specializes in working with pension and profit-sharing plans.

Firm Information

Scott McCloskey is currently registered with Newfront Retirement Services, Inc.. Newfront Retirement Services, Inc. is a terminated corporation that was formed in 2012 and had its main office in San Francisco, California. The firm provided pension consulting services and had $366,754,875 in regulatory assets under management. Newfront Retirement Services, Inc. specialized in serving pension and profit-sharing plans, with 42 clients in this category. The firm had 6 licensed agents and 20 investment adviser representatives.
Newfront Retirement Services, Inc.

450 SANSOME STREET

SAN FRANCISCO, CA 94111

$366.75M

Assets Under Management

346

Total Clients

19

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Scott McCloskey’s Registration & Firm History

CA

12/04/2014 - Present

Newfront Retirement Services, Inc. (SAN FRANCISCO CA)

CA

12/03/2014 - 08/18/2021

ABD RETIREMENT SERVICES, INC. (San Francisco CA)

CA

10/10/2012 - 12/01/2014

FINANCIAL TELESIS INC (SAN MATEO CA)

CA

01/22/2010 - 07/23/2012

WELLS FARGO INSURANCE SERVICES INVESTMENT ADVISORS, INC. (SAN FRANCISCO CA)

CA

02/21/2005 - 12/31/2009

WELLS FARGO INSURANCE SERVICES INVESTMENT ADVISORS, INC. (REDWOOD CITY CA)

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Licenses & Designations

IA

Issued 08/25/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/18/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/14/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/17/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Bartlett McCloskey.
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