Dean Patrick Mcdermott
Professional Summary
Dean Patrick Mcdermott, who also goes by Dean P Mcdermott, is a registered financial advisor currently at MCDERMOTT INVESTMENT ADVISORS, LLC located in Naples, Florida and MCDERMOTT INVESTMENT SERVICES, LLC located in Bethlehem, Pennsylvania. Dean is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Dean has worked at 8 firms and has passed the Series 66, Series 63, Series 52TO, Series 99TO, SIE, Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Dean P Mcdermott
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
39 years in the financial services industry
Current & Past Employments
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AUSDAL FINANCIAL PARTNERS, INC.
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Current Firm
MCDERMOTT INVESTMENT ADVISORS, LLC
Contact Information
Main Address
780 Fifth Avenue South Suite 200, Naples, FL 34102Mailing Address
P.o. Box 1889, Bethlehem, PA 18016-1889Phone Number
(610) 882-1460# of Employees
10SEC notice filing (13 States and Territories)
Registered to provide investment advisory services in 13 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
619AUM (Assets Under Management)
$203,288,172Similar Advisors
AUSDAL FINANCIAL PARTNERS, INC.
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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.
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Primary Firm SEC Registration
MCDERMOTT INVESTMENT ADVISORS, LLC
State Registrations and Notice Filings
(7/17/2013)
(2/26/2014)
(8/30/2012)
(7/15/2013)
(5/25/2011)
(5/31/2011)
(5/19/2011)
(3/26/2013)
(5/26/2011)
(4/8/2005)
(6/15/2011)
(4/23/2013)
(2/20/2014)
(2/20/2014)
(5/20/2011)
(7/12/2013)
(2/20/2014)
(2/24/2014)
(2/20/2014)
(2/24/2014)
(9/10/2012)
(5/24/2011)
(5/26/2011)
(8/30/2011)
(2/25/2014)
(2/21/2014)
(2/25/2014)
(2/21/2014)
(2/1/2013)
(6/7/2011)
(2/21/2014)
(5/31/2011)
(8/15/2013)
(5/24/2011)
(6/10/2011)
(3/3/2014)
(7/8/2013)
(3/17/2014)
(8/26/2011)
(9/24/2004)
(5/23/2011)
(3/13/2012)
(2/21/2014)
(7/18/2013)
(1/29/2018)
(10/5/2012)
(11/3/2022)
(7/19/2013)
(2/20/2014)
(5/31/2011)
(2/21/2014)
(3/10/2014)
(5/25/2011)
(2/24/2014)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Sep 2025About the Series 52TO examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Dean Patrick Mcdermott's CRS (Customer Relationship Summary).
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