David Mcdermott

Mcdermott Investment Advisors, LLC

2 Years of Experience

May Earn Commission

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingHigh Net Worth

Mcdermott Investment Advisors, LLC

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

11 advisors

Number of Clients

709 clients

Average Client Portfolio

$298K average

Assets Under Management

$211.0M

Fee Structure

Minimum Investment:$100K

Location

780 Fifth Avenue South, Suite 200, Naples, FL, 34102

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Mcdermott Investment Advisors, LLC

July 2023 - Present · 2 yrs 7 mos

State Registrations2 states

FLPA

Advisor

Exams

No exam information available for this advisor.