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RIA / WealthAdvisorChartered Financial Analyst23 years in industry

Brian Scott Mccleskey

Advisor at MONEY CONCEPTS ADVISORY SERVICE

Williamsburg, VA | PALM BEACH GARDENS, FL

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Search this name across graphsid dfx:ria:44e7b337-eea1-c34e-5de2-30f3b9cd4330

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jul 8, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MONEY CONCEPTS ADVISORY SERVICE
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 27, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 2
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S65|S66
First exam: Jun 27, 2003
First registration: Jul 8, 2003
Dual registered: no
IAPD individual key: 4638333

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WIN ADVISORS, INC	Independent wealth	Jun 18, 2019	n/a	yes	Williamsburg, VA\|PALM BEACH GARDENS, FL	Current employment
MONEY CONCEPTS ADVISORY SERVICE	Bd affiliated wealth	Apr 14, 2015	n/a	yes	PALM BEACH GARDENS, FL\|PALM BEACH GARDENS, FL\|Williamsburg, VA	Current employment
CHESAPEAKE WEALTH MANAGEMENT	Former SEC adviser	Apr 30, 2013	Jan 16, 2015	no	WILLIAMSBURG, VA	Previous registration
OSAIC INSTITUTIONS, INC.	Bd affiliated wealth	Jun 1, 2008	Apr 29, 2013	no	WILLIAMSBURG, VA	Previous registration
BI INVESTMENTS, LLC	n/a	Feb 12, 2008	Jun 1, 2008	no	WILLIAMSBURG, VA	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jul 8, 2003	Oct 2, 2003	no	VIRGINIA BEACH, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CHESAPEAKE WEALTH MANAGEMENT	MONEY CONCEPTS ADVISORY SERVICE	Jan 16, 2015	Apr 14, 2015	88	Firm change	Other
OSAIC INSTITUTIONS, INC.	CHESAPEAKE WEALTH MANAGEMENT	Apr 29, 2013	Apr 30, 2013	1	Firm change	Other
BI INVESTMENTS, LLC	OSAIC INSTITUTIONS, INC.	Jun 1, 2008	Jun 1, 2008	0	Bulk transfer	Other
AMERIPRISE FINANCIAL SERVICES, LLC	BI INVESTMENTS, LLC	Oct 2, 2003	Feb 12, 2008	1,594	Firm change after gap	Other

Relationships

Registered with (6)

→ WIN ADVISORS, INCRegistered adviserregistration: current employment
Jun 18, 2019 to presentfactForm ADV
→ MONEY CONCEPTS ADVISORY SERVICERegistered adviserregistration: current employment
Apr 14, 2015 to presentfactForm ADV
→ CHESAPEAKE WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Apr 30, 2013 to Jan 16, 2015factForm ADV
→ OSAIC INSTITUTIONS, INC.Registered adviserregistration: previous registration
Jun 1, 2008 to Apr 29, 2013factForm ADV
→ BI INVESTMENTS, LLCRegistered adviserregistration: previous registration
Feb 12, 2008 to Jun 1, 2008factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jul 8, 2003 to Oct 2, 2003factForm ADV

Dated events

No dated event names this entity yet.