Scott Bartlett Mccloskey
Investment adviser representative at Newfront Retirement Services, Inc.
14 yearsExperience
1 stateRegistered in
$1BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Pension consulting
Experience
14 years in the industry.
- Abd Insurance and Financial Services, Inc.Aug 2012 to now
- Newfront Retirement Services, Inc.Aug 2012 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (CA).
Newfront Retirement Services, Inc.
$1BAssets managed
106Clients
23Advisers
12 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
- 4900988
- Firm CRD
- 167641