Unclaimed Profile

Karen Roelke Mccloskey

CMH WEALTH MANAGEMENT, LLC·PORTSMOUTH, New Hampshire

Series 6, Series 7, Series 24, Series 63, Series 65Clean record21 years registeredCMH WEALTH MANAGEMENT, LLC

100 MARKET STREET, PORTSMOUTH, NH 03801CRD# 2102479Firm CRD# 150138

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Karen Roelke Mccloskey · PORTSMOUTH, NH

Registration

CRD #2102479 · CMH WEALTH MANAGEMENT, LLC · 21 years registered

Brand Profile

Not yet started

Career History

CMH WEALTH MANAGEMENT, LLC

May 2009 – present

BANC OF AMERICA INVESTMENT SERVICES, INC.

Mar 2005 – May 2009

PORTSMOUTH, NH

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · March 25, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CMH WEALTH MANAGEMENT, LLC

CRD 150138 · SEC 801-70154

AUM

$695M

Regulatory assets under management

Employees

620 client accounts

Services offered by CMH WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CMH WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Karen Roelke Mccloskey offer?

Karen Roelke Mccloskey specializes in Financial Planning, Investment Management. Contact their office in PORTSMOUTH, New Hampshire for a consultation.

What are Karen Roelke Mccloskey's credentials?

Karen Roelke Mccloskey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Karen Roelke Mccloskey located?

Karen Roelke Mccloskey is based in PORTSMOUTH, New Hampshire, working with CMH WEALTH MANAGEMENT, LLC. Their office serves clients in the PORTSMOUTH metropolitan area and surrounding communities.

How does Karen Roelke Mccloskey charge for services?

Karen Roelke Mccloskey's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CMH WEALTH MANAGEMENT, LLC?

CMH WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $695M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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