Thomas J. Mcdermott

FULCRUM WEALTH SYSTEMS

Ponte Vedra Beach, FL

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CRD#: 4369434

Professional summary

Thomas Jeffrey Mcdermott, who also goes by Tom Mcdermott, is a registered financial advisor currently at FULCRUM WEALTH SYSTEMS, LLC located in Ponte Vedra Beach, Florida.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Thomas has worked at 5 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tom 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Jeffrey Mcdermott's CRS (Customer Relationship Summary).

PROSPERITY CAPITAL GROUP, INC.

RIA

CRD#: 149414

RALEIGH, NC

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

Florida
(9/6/2023)

IAR

North Carolina
(4/26/2024)

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

State Security Law Exam

IAR

Series 65

Date: 1/3/2008

Uniform Investment Adviser Law Examination

Current Firm

FULCRUM WEALTH SYSTEMS, LLC

CRD#: 326548 / SEC#:

Florida

Registered Investment Advisory firm - (9/6/2023 Approved)

North Carolina

Registered Investment Advisory firm - (4/16/2024 Approved)

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Contact information

Main Address

Ponte Vedra Beach, FL

Mailing Address

Phone number

(904) 400-1381

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	52
AUM (Assets Under Management)	$ 8,773,130

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.

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Thomas J. Mcdermott

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Jeffrey Mcdermott's CRS (Customer Relationship Summary).

Certified licenses

Experience

FULCRUM WEALTH SYSTEMS, LLC

FOUNDATIONS INVESTMENT ADVISORS LLC

CARROLL FINANCIAL ASSOCIATES INC

FREEDOM INVESTMENT MANAGEMENT, INC.

PROSPERITY CAPITAL GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/3/2008

Current Firm

FULCRUM WEALTH SYSTEMS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FULCRUM WEALTH SYSTEMS, LLC

TRUST BUT VERIFY

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