Donald Samuel Meredith
Professional Summary
Donald Samuel Meredith, who also goes by Don Meredith, Sammy Meredith, is a registered financial advisor currently at MCDERMOTT INVESTMENT SERVICES, LLC located in Naples, Florida. Donald is registered as a RR (Registered Representative) and started their career in finance in 1988. Donald has worked at 21 firms and has passed the Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Don Meredith, Sammy Meredith
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
38 years in the financial services industry
Current & Past Employments
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Current Firm
MCDERMOTT INVESTMENT SERVICES, LLC
Contact Information
Main Address
900 Broad Ave South Suite 2c, Naples, FL 34102Mailing Address
P.o. Box 1784, Naples, FL 34106Phone Number
(610) 882-1460Established
Pennsylvania since 07/21/2010Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (51 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Civil Event
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Donald Samuel Meredith's CRS (Customer Relationship Summary).
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