Karen McCloskey has been Principal, Chief Financial Officer, and Wealth Advisor of CMH Wealth Management since May 2009, is a control person of the firm and directly owns between 50% and 75% of it. Karen McCloskey studied at Boston University.
CMH Wealth Management, LLC is a Portsmouth, NH firm with $813M under management, 326 clients and 7 advisers across 3 offices, as of its May 2026 filing.
Karen McCloskey is Principal and Wealth Manager of CMH Wealth Management. She has over 25 years of experience. Before launching the firm, McCloskey was Senior Vice President at US Trust Private Wealth Management, where she was responsible for facilitating all aspects of financial planning and lending for individuals, families and business entities.
Karen McCloskey’s longest registration is the current one, 17 years at CMH Wealth Management since 2009. Before joining CMH Wealth Management in 2009, Karen McCloskey was registered through Banc of America Investment Services, Inc.
- CMH Wealth Management, LLCCurrent– present · 17 yearsPortsmouth, NH · Adviser representative · Firm CRD 150138
- Banc of America Investment Services, Inc.– · 4 yearsPortsmouth, NH · Adviser representative · Firm CRD 16361
Professional designations
Listed by CMH Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Private Wealth Advisor (CPWA®)
- Master Planner Advanced Studies (MPAS®)
Investment adviser representative registrations
Karen McCloskey is registered as an investment adviser representative in New Hampshire, since May 2009.
- New HampshireSince 14 May 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 6 June 2006 |
| Series 65 | Uniform Investment Adviser Law Examination | 9 December 2004 |
| Series 7 | General Securities Representative Examination | 17 April 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 4 December 1990 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 22 October 1990 |
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Karen Roelke McCloskey
- CRD
- 2102479
- Firm
- CMH Wealth Management · CRD 150138
- Role
- Principal, Chief Financial Officer, and Wealth Advisor
- Office
- 100 MARKET STREET, SUITE 201, Portsmouth, NH 03801
- Registration
- Investment adviser registration
- In the industry since
- March 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cmhwealth.com
Where does Karen McCloskey work?
Karen McCloskey has been Principal, Chief Financial Officer, and Wealth Advisor of CMH Wealth Management, LLC since May 2009, and is a control person of the firm.
Is Karen McCloskey a financial advisor?
Yes. Karen McCloskey has a current investment-adviser registration in New Hampshire, through CMH Wealth Management since May 2009.
How many years of experience does Karen McCloskey have?
Karen McCloskey has 21 years in the financial industry, since March 2005, across 2 adviser firms.
What exams has Karen McCloskey passed?
Karen McCloskey has passed 5 licensing exams: the Series 6, Series 63, Series 7, Series 65 and Series 24. The earliest, the Series 6, was passed in October 1990.
Where is Karen McCloskey based?
Karen McCloskey’s registered office is in Portsmouth, NH.
Is Karen McCloskey registered with FINRA?
No. Karen McCloskey has no current broker registration.
Is Karen McCloskey a CFP?
CMH Wealth Management lists Karen McCloskey with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Karen McCloskey’s record?
Search CRD 2102479 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Karen McCloskey’s full registration record.