PM
Patrick J. Mcdermott
VANGUARD PERSONALIZED INDEXING MANAGEMENT
Oakland, CA 94612
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CRD#: 3180378
PM
Professional summary
Patrick Joseph Mcdermott, CFA, CFP®, who also goes by Patrick J Mcdermott, Patrick Mcdermott, is a registered financial advisor currently at VANGUARD PERSONALIZED INDEXING MANAGEMENT located in Oakland, California.
Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Patrick has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Patrick J Mcdermott | Patrick Mcdermott
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.
1) LEGACY ADVISORS, LLC; 401 PLYMOUTH ROAD, SUITE 150, PLYMOUTH MEETING, PA 19462; 01/21/2014; PORTFOLIO MANAGER; PROVIDE INVESTMENT AND/OR FINANCIAL PLANNING ADVICE/SERVICES TO CLIENTS; INVESTMENT RELATED; 200 HOURS/MONTH; 200 HOURS/MONTH DURING BUSINESS HOURS; WAGES, SALARY, TIPS. 2) M. Holdings Securities, Inc., Portland, OR; Investment-Related; Position: Registered Representative, Start: 2/2014; 40 hrs per week during trading hours; Securities Sales.
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Joseph Mcdermott's 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®
Experience
Current
April 7, 2025 - Present
VANGUARD PERSONALIZED INDEXING MANAGEMENT
Office #1: 1611 Telegraph Ave., Suite 1100, Oakland, CA 94612RIA
CRD#: 285366
Oakland, CA
Past
May 8, 2014 - December 20, 2023
LEGACY ADVISORS, LLC
RIA
CRD#: 139830
PLYMOUTH MEETING, PA
Past
February 21, 2014 - October 7, 2021
M HOLDINGS SECURITIES, INC.
BD
CRD#: 43285
PLYMOUTH MEETING, PA
Past
August 12, 2013 - February 3, 2014
VANGUARD ADVISERS, INC.
RIA
CRD#: 106715
MALVERN, PA
Past
February 16, 1999 - February 3, 2014
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
MALVERN, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VP
VANGUARD PERSONALIZED INDEXING MANAGEMENT
JUST INVEST | VANGUARD PERSONALIZED INDEXING MANAGMENT, LLC | VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | VANGUARD PERSONALIZED INDEXING MANAGEMENT | JUSTINVEST, LLC. | JUSTINVEST, LLC | JUSTINVEST, INC. | JUST INVEST ADVISORS LLC
CRD#: 285366 / SEC#: 801-114487
RIA
Registered Investment Advisory firm - (1/30/2019 Approved)California
Registered Investment Advisory firm - (6/14/2019 Terminated)Massachusetts
Registered Investment Advisory firm - (5/15/2019 Terminated)Texas
Registered Investment Advisory firm - (5/15/2019 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(4/7/2025)
IAR
Pennsylvania(4/7/2025)
IAR
Texas(4/7/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
VP
VANGUARD PERSONALIZED INDEXING MANAGEMENT
JUST INVEST | VANGUARD PERSONALIZED INDEXING MANAGMENT, LLC | VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | VANGUARD PERSONALIZED INDEXING MANAGEMENT | JUSTINVEST, LLC. | JUSTINVEST, LLC | JUSTINVEST, INC. | JUST INVEST ADVISORS LLC
CRD#: 285366 / SEC#: 801-114487
RIA
Registered Investment Advisory firm - (1/30/2019 Approved)California
Registered Investment Advisory firm - (6/14/2019 Terminated)Massachusetts
Registered Investment Advisory firm - (5/15/2019 Terminated)Texas
Registered Investment Advisory firm - (5/15/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1611 Telegraph Ave., Suite 1100, Oakland, CA 94612
Mailing Address
100 Vanguard Blvd., Malvern, PA 19355
Phone number
(844) 317-5190
Established
Firm type
Fiscal year end
# of Employees
29
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,864 |
| AUM (Assets Under Management) | $ 7,259,990,002 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
