Erin Ann fleming Mccloskey
Investment adviser representative at Osaic Advisory Services, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$15.5BFirm assets
Are you Erin Ann fleming Mccloskey? Claim your profile
Contact this firm
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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Osaic Advisory Services, LLCJun 2026 to now
- Osaic WealthJun 2026 to now
- Mccloskey Tax PrepJan 2019 to now
- Cetera Financial Specialists LLCNov 2023 to Jul 2025
- Cetera Investment Advisers LLCNov 2023 to Jul 2025
- Serenity Wealth PartnerJun 2019 to Nov 2025
- Cetera Financial Specialists LLCMay 2019 to Aug 2022
- Cetera Investment Advisers LLCMay 2019 to Aug 2022
- Royal Alliance Associates, Inc.Nov 2018 to May 2019
- Sii - John HancockMay 2018 to Nov 2018
- Matt Grodin CpaJan 2018 to May 2018
- SiiJul 2017 to Dec 2017
- Matt Grodin CpaFeb 2017 to Jun 2017
- Dragon Financial GourpFeb 2016 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
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
- 6635382
- Firm CRD
- 171070