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Chief Compliance Officer · Summit Wealth and Retirement Partners

Donald R. McCloskey

CRD 4579225 · Named on Form ADV at one SEC-registered adviser

At a glance

Summit Wealth and Retirement Partners, an SEC-registered wealth manager based in Eagle, ID with $978 million in regulatory assets, lists Donald R. McCloskey on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

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Donald’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Donald’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.