Teresa Iris Mcdermott
ChFC®, CLU®Professional Summary
Teresa Iris Mcdermott, ChFC®, CLU® was a registered financial advisor. Teresa was a previously registered financial professional and started their career in finance 1991 - 2025. Teresa had worked at 10 firms and has passed the Series 63, SIE, Series 7, Series 6, Series 53 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
No current employment
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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.
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.
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Credentials
Years of Experience
36 years in the financial services industry
Current & Past Employments
Past
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Current Firm
FORTIS ADVISORS, LLC | FORTIS WEALTH | FORTIS PRIVATE STRATEGIES III, LLC (RELYING ADVISER) | FORTIS PRIVATE STRATEGIES I, LLC (RELYING ADVISER) | FORTIS FAMILY OFFICE | FORTIS CAPITAL REAL ESTATE MANAGER II, LLC (RELYING ADVISER) | FORTIS CAPITAL REAL ESTATE MANAGER (RELYING ADVISER)
Contact Information
Main Address
656 E. Swedesford Road Suite 330, Wayne, PA 19087Mailing Address
P.o. Box 276, Wayne, PA 19087Phone Number
(610) 313-0910# of Employees
5SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
344AUM (Assets Under Management)
$584,315,081Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | Cover Page | Report |
| 01/24/2025 | Cover Page | Report |
| 03/29/2024 | Cover Page | Report |
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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.
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Primary Firm SEC Registration
FORTIS ADVISORS, LLC | FORTIS WEALTH | FORTIS PRIVATE STRATEGIES III, LLC (RELYING ADVISER) | FORTIS PRIVATE STRATEGIES I, LLC (RELYING ADVISER) | FORTIS FAMILY OFFICE | FORTIS CAPITAL REAL ESTATE MANAGER II, LLC (RELYING ADVISER) | FORTIS CAPITAL REAL ESTATE MANAGER (RELYING ADVISER)
State Registrations and Notice Filings
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Apr 1990About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary)
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