AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
MA

Martha E. Andrade

MCDERMOTT INVESTMENT SERVICES
NAPLES, FL 34102
Some features on this profile are disabled
CRD#: 3148481
MA

Professional summary

Martha Elva Andrade, who also goes by Martha Andrade, is a registered financial professional currently at MCDERMOTT INVESTMENT SERVICES, LLC located in Naples, Florida.

Martha is registered as a RR (Registered Representative) and started their career in finance in 1999. Martha has worked at 5 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Martha Andrade

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Martha Elva Andrade'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

July 21, 2025 - Present

MCDERMOTT INVESTMENT SERVICES, LLC

Office #1: 900 Broad Ave South Suite 2c, Naples, FL 34102
BD
CRD#: 154926
NAPLES, FL
Past

January 2, 2014 - July 1, 2025

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Brookfield, WI
Past

November 8, 2010 - December 31, 2013

THE STRATEGIC FINANCIAL ALLIANCE, INC.

BD
CRD#: 126514
MEQUON, WI
Past

April 12, 2002 - November 5, 2010

WORLD GROUP SECURITIES, INC.

BD
CRD#: 114473
MEQUON, WI
Past

July 2, 1999 - April 12, 2002

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA

State Registrations and Notice Filings

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

RR
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

RR
California
(7/21/2025)
RR
Florida
(7/21/2025)
RR
Illinois
(7/21/2025)
RR
Wisconsin
(7/21/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 4/14/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 7/1/1999
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 7/30/1999
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA

Current Firm

MI
MCDERMOTT INVESTMENT SERVICES, LLC
MCDERMOTT INVESTMENT SERVICES, LLC

CRD#: 154926 / SEC#: , 8-68683

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
900 Broad Ave South Suite 2c, Naples, FL 34102
Mailing Address
P.o. Box 1784, Naples, FL 34106
Phone number
(610) 882-1460
Established
Pennsylvania since 07/21/2010
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
MCDERMOTT, DEAN PATRICKMANAGING MEMBER, CHIEF COMPLIANCE OFFICER1731834
CITO, JOHN PHILIPMANAGING DIRECTOR724521
RIP, OLGACHIEF FINANCIAL OFFICER/FINOP5440553

Disclosures

Civil Event1

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.

Company Information

MCDERMOTT INVESTMENT SERVICES, LLC

CRD#: 154926Naples, FL 34102

TRUST BUT VERIFY

Monitor Martha Andrade

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
Estero, FL
Blake Feldmann
Blake FeldmannAdvisorCheck Check Mark
INTEGRATED ADVISORS NETWORK LLC
IAR
Naples, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.