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Michelle Mccloskey

STRATEGIC INVESTMENT MANAGEMENT, LLC·ARLINGTON, Virginia
SIE, Series 3, Series 7, Series 63Clean recordSTRATEGIC INVESTMENT MANAGEMENT, LLC
1001 19TH ST. N.,17TH FL., ARLINGTON, VA 22209-1722CRD# 5862735Firm CRD# 104862

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michelle Mccloskey · ARLINGTON, VA
Registration
CRD #5862735 · STRATEGIC INVESTMENT MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
STRATEGIC INVESTMENT MANAGEMENT, LLC
CRD 104862 · SEC 801-31849
AUM
$27.0B
Regulatory assets under management
Employees
99
84 client accounts
Services offered by STRATEGIC INVESTMENT MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at STRATEGIC INVESTMENT MANAGEMENT, LLC →
Introduction

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Frequently Asked Questions

What services does Michelle Mccloskey offer?
Michelle Mccloskey specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in ARLINGTON, Virginia for a consultation.
What are Michelle Mccloskey's credentials?
Michelle Mccloskey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michelle Mccloskey located?
Michelle Mccloskey is based in ARLINGTON, Virginia, working with STRATEGIC INVESTMENT MANAGEMENT, LLC. Their office serves clients in the ARLINGTON metropolitan area and surrounding communities.
How does Michelle Mccloskey charge for services?
Michelle Mccloskey's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRATEGIC INVESTMENT MANAGEMENT, LLC?
STRATEGIC INVESTMENT MANAGEMENT, LLC has approximately 99 employees and manages $27.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Christopher Mark Lvoff
ARLINGTON, VA

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