Brian Scott Mccleskey

Employer firm

Win Advisors, Inc CRD 300351

$267M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → Present
  Money Concepts Advisory Services
  Palm Beach Gardnes, FL
• 05/2019 → 10/2019
  Cai Group, Llc
  Fullerton, CA
• 06/2019 → Present
  Win Advisors, Inc
  Palm Beach Gardens, FL

Previous Registrations

• 2013-04-30 → 2015-01-16
  Chesapeake Wealth Management
  Williamsburg, VA
• 2008-06-01 → 2013-04-29
  Osaic Institutions, Inc.
  Williamsburg, VA
• 2008-02-12 → 2008-06-01
  Bi Investments, Llc
  Williamsburg, VA
• 2003-07-08 → 2003-10-02
  Ameriprise Financial Services, Llc
  Virginia Beach, VA

Other Businesses

1. GWN Securities, 1140 N Jog Road Palm Beach Gardens, FL 33418. Sub Advisor, Consultant,provide asset allocation models. Investment related, 1-20% time spent on activity during securities hrs. 2. Money Concepts Capital Corp, employee, Investment related, 1-20% time spent on activity during securities hrs.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-02-11
• S66 Uniform Combined State Law Examination
  2003-06-27

Designations

• Chartered Financial Analyst