Investment adviser representative · Pl Wealth Advisors, LLC
Bryan M. McCloskey
CRD 5656194 · Salt Lake City, UT
At a glance
Bryan M. McCloskey is an investment adviser representative with Pl Wealth Advisors, LLC in Salt Lake City, UT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Bryan’s SEC record dates to 2010, about 16 years ago.
Current advisory firms
- Pl Wealth Advisors, LLCSince November 2024Salt Lake City, UT · State-registered or not in the SEC’s list
- Revisionist Wealth Advisors, LLCSince January 2019Downingtown, PA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2010 (16 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Bryan’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.