Brian Scott Mccleskey
Investment adviser representative at Win Advisors, Inc
4 yearsExperience
1 stateRegistered in
CFADesignation
$266.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
4 years in the industry.
- Win Advisors, IncJun 2019 to now
- Money Concepts Advisory ServicesApr 2015 to now
- Cai Group, LLCMay 2019 to Oct 2019
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2003
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (VA).
Win Advisors, Inc
$266.8MAssets managed
1,941Clients
4Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4638333
- Firm CRD
- 300351