AM
AM

Adam Michael Mcdermont

3 Years of Experience
Sells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
422 advisors
Number of Clients
111,059 clients
Average Client Portfolio
$338K average
Assets Under Management
$37.5B

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only
Loading...

Location

5940 Timber Ridge Dr, Suite 102, Prospect, KY, 40059

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Adam works as a financial advisor for Family Wealth Strategies, focusing on insurance sales and services since September 2023. This activity requires minimal time.

Employment History
Current Registrations
Ae Wealth Management, LLC
October 2023 - Present · 2 yrs 4 mos
Previous Registrations
Raymond James & Associates, INC.
April 2022 - September 2023 · 1 yr 5 mos
Raymond James & Associates, INC.Broker
March 2022 - September 2023 · 1 yr 6 mos
State Registrations1 state
KY
Advisor
Exams
No exam information available for this advisor.