Teresa I. Mcdermott
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Teresa Iris Mcdermott, ChFC®, CLU® was a registered financial professional .
Teresa is a previously registered financial professional and started their career in finance in 1991. Teresa had worked at 10 firms and has passed the Series 63, SIE, Series 7, Series 6, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 17, 2018 - December 16, 2025
FORTIS ADVISORS, LLC
May 3, 2013 - September 12, 2016
HORNOR, TOWNSEND & KENT, LLC
January 16, 2013 - September 12, 2016
HORNOR, TOWNSEND & KENT, LLC
April 13, 2012 - January 9, 2013
OSAIC FA, INC.
April 13, 2012 - January 9, 2013
OSAIC FA, INC.
August 19, 2011 - March 22, 2012
VALIC FINANCIAL ADVISORS, INC.
August 19, 2011 - March 22, 2012
VALIC FINANCIAL ADVISORS, INC.
June 30, 2010 - August 16, 2011
EAGLE STRATEGIES LLC
April 27, 2010 - August 16, 2011
NYLIFE SECURITIES LLC
July 2, 2003 - April 9, 2010
MML INVESTORS SERVICES, LLC
September 7, 2001 - July 18, 2003
EGE ADVISORS, LTD.
July 13, 2001 - June 6, 2003
EMERGING GROWTH EQUITIES, LTD.
January 27, 1998 - July 24, 2001
INVESTEC INC.
October 10, 1991 - January 30, 1998
MML INVESTORS SERVICES, LLC
Primary Firm SEC Registration
FORTIS ADVISORS, LLC
CRD#: 164498 / SEC#: 801-80177
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
FORTIS ADVISORS, LLC
CRD#: 164498 / SEC#: 801-80177
Contact information
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 336 |
| AUM (Assets Under Management) | $ 508,437,827 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 01/24/2025 | ||
| 03/29/2024 | ||
| 12/22/2022 |
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.
