Gregory A. Mcdermott

VALMARK ADVISERS

Fairlawn, OH 44333

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CRD#: 1371152

Professional summary

Gregory A Mcdermott, who also goes by Greg Mcdermott, Gregory Allen Mcdermott, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Fairlawn, Ohio and VALMARK SECURITIES, INC. located in Fairlawn, Ohio.

Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Gregory has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Greg Mcdermott | Gregory Allen Mcdermott

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Advanced Life Insurance Planning & Relationship Management; Not Investment Related; 10/2018 Start Date; 6-10 hrs. per mo.; Compensation paid on Life Insurance sales.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory A Mcdermott's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 7, 2022 - Present

VALMARK ADVISERS, INC.

Office #1: 3421 Ridgewood Rd. Suite 125, Fairlawn, OH 44333

RIA

CRD#: 108050

Fairlawn, OH

Current

August 8, 2018 - Present

VALMARK SECURITIES, INC.

Office #1: 3421 Ridgewood Rd. Suite 125, Fairlawn, OH 44333

CRD#: 31243

Fairlawn, OH

Past

September 20, 2018 - February 28, 2022

KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.

RIA

CRD#: 138851

AKRON, OH

Past

October 20, 2005 - January 25, 2010

FIRSTMERIT ADVISORS, INC.

RIA

CRD#: 125249

AKRON, OH

Past

November 25, 1997 - December 31, 2017

VALMARK SECURITIES, INC.

CRD#: 31243

AKRON, OH

Past

August 6, 1990 - December 8, 1997

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

Past

June 8, 1988 - July 9, 1990

MUTUAL SERVICE CORPORATION

CRD#: 4806

BOSTON, MA

Past

August 21, 1985 - June 17, 1988

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VALMARK ADVISERS, INC.

VALMARK ADVISERS INC | VALMARK ADVISERS, INC.

CRD#: 108050 / SEC#: 801-55564

RIA

Registered Investment Advisory firm - (5/29/1998 Approved)

Wyoming

Registered Investment Advisory firm - (8/11/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Ohio
(8/8/2018)

IAR

Ohio
(6/7/2022)

Pennsylvania
(8/8/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/18/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/21/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/17/1985

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/18/1986

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

VALMARK ADVISERS, INC.

VALMARK ADVISERS INC | VALMARK ADVISERS, INC.

CRD#: 108050 / SEC#: 801-55564

RIA

Registered Investment Advisory firm - (5/29/1998 Approved)

Wyoming

Registered Investment Advisory firm - (8/11/2017 Terminated)

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Contact information

Main Address

130 Springside Drive Suite 300, Akron, OH 44333

Mailing Address

Phone number

(800) 765-5201

Established

Firm type

Fiscal year end

# of Employees

275

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VALMARK ADVISERS WEALTH MANAGEMENT SOLUTIONS ADV PART 2A APPENDIX 1-WRAP FEE PROGRAM BROCHURE (6/16/2025)

VALMARK ADVISERS, INC SEC FORM 2A FIRM BROCHURE (6/16/2025)

Regulatory assets under management

Total Number of Accounts	19,096
AUM (Assets Under Management)	$ 8,379,181,235

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Gregory A. Mcdermott

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory A Mcdermott's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALMARK SECURITIES, INC.

KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.

FIRSTMERIT ADVISORS, INC.

VALMARK SECURITIES, INC.

SECURIAN FINANCIAL SERVICES, INC.

MUTUAL SERVICE CORPORATION

INTEGRATED RESOURCES EQUITY CORPORATION

Primary Firm SEC Registration

VALMARK ADVISERS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/18/2005

Series 63

Date: 2/21/1986

SIE

Date: 10/1/2018

Series 7

Date: 8/17/1985

Series 24

Date: 4/18/1986

FINRA

Current Firm

VALMARK ADVISERS, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VALMARK ADVISERS, INC.

TRUST BUT VERIFY

Contact information

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