Scott Bartlett Mccloskey

Employer firm

Newfront Retirement Services, Inc. CRD 167641

$1.04B regulatory AUM 383 advisory clients

Reported services (Item 5G)

• Pension consulting

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

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

Current Employers

Employment History

• 08/2012 → Present
  Newfront Retirement Services, Inc.
  San Francisco, CA
• 08/2012 → Present
  Abd Insurance And Financial Services, Inc.
  San Mateo, CA

Previous Registrations

• 2012-10-10 → 2014-12-01
  Financial Telesis Inc
  San Rafael, CA
  San Mateo, CA
• 2010-01-25 → 2012-07-23
  Wells Fargo Insurance Services Investment Advisors, Inc.
  San Francisco, CA
• 2008-12-04 → 2009-12-31
  Wells Fargo Insurance Services Investment Advisors, Inc.
  Redwood City, CA
  Redwood City, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-08-25
• S63 Uniform Securities Agent State Law Examination
  2005-04-18

Other Names

• Scott Bartlet Mccloskey