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Willliam Joseph McCloskey

William Joseph Capital Management, Inc.

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About Willliam Joseph McCloskey

Willliam Joseph McCloskey is a registered investment advisor representative with William Joseph Capital Management, Inc. in Somers, Connecticut. Willliam has been in the securities industry since 2004. Willliam also has a registration with Questar Capital Corporation, and NYLIFE Securities Inc. Willliam Joseph McCloskey is licensed to provide investment advisory services in Connecticut and Massachusetts. Willliam is also a Managing Partner of Integrity Marketing Group, LLC (dba Stateline Senior Services), which sells insurance - annuities, disability, health, life, long-term care. Willliam's primary firm, William Joseph Capital Management, Inc. provides portfolio management for individuals, selection of other advisors, and financial planning.

Firm Information

Willliam McCloskey is currently registered with William Joseph Capital Management, Inc.. William Joseph Capital Management, Inc. is an independent financial advisory firm based in Bristol, CT. They offer a range of services, including financial planning, portfolio management for individuals, and selection of other advisors. The firm manages over $270 million in assets for 835 clients, including high-net-worth individuals and individuals other than high-net-worth.
William Joseph Capital Management, Inc.

210 RED STONE HILL ROAD

BRISTOL, CT 06010

$270.21M

Assets Under Management

20

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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other

Selection of other advisers

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Willliam McCloskey’s Registration & Firm History

CT

08/05/2021 - Present

William Joseph Capital Management, Inc. (Somers CT)

CT

02/13/2009 - 08/11/2009

QUESTAR CAPITAL CORPORATION (SOMERS CT)

CT

11/04/2004 - 02/05/2007

NYLIFE SECURITIES INC. (SOMERS CT)

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Licenses & Designations

IA

Issued 03/14/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/05/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/03/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Willliam Joseph McCloskey.
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