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Thomas J. Mcdermott

FULCRUM WEALTH SYSTEMS
Ponte Vedra Beach, FL
Some features on this profile are disabled
CRD#: 4369434
TM

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.

top-8-questions

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.
NAME OF OTHER BUSINESS: SELF EMPLOYED FIXED INSURANCE BUSINESS INVESTMENT RELATED: YES ADDRESS: Ponte Vedra Beach. FL NATURE OF BUSINESS: FIXED INSURANCE POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT START DATE: 03/2017 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, ANNUITIES AND LONG-TERM CARE NAME OF OTHER BUSINESS: ASSET PROTECTORS & ADVISORS OF FL INC INVESTMENT RELATED: NO ADDRESS: Ponte Vedra Beach, FL NATURE OF BUSINESS: REAL ESTATE PROPERTY RENTAL BUSINESS POSITION/TITLE/RELATIONSHIP: OWNER/PRESIDENT START DATE: 01/2014 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: APA OF FL IS A HOLDING COMPANY THAT OWNS RESIDENTIAL AND COMMERCIAL REAL ESTATE - LANDLORD DUTIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Jeffrey 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®
None

Experience

Current

September 6, 2023 - Present

FULCRUM WEALTH SYSTEMS, LLC

RIA
CRD#: 326548
Ponte Vedra Beach, FL
Past

September 28, 2022 - September 1, 2023

FOUNDATIONS INVESTMENT ADVISORS LLC

RIA
CRD#: 175083
Ponte Verde, FL
Past

May 23, 2019 - November 4, 2020

CARROLL FINANCIAL ASSOCIATES INC

RIA
CRD#: 105427
JACKSONVILLE BEACH, FL
Past

September 28, 2012 - December 31, 2018

FREEDOM INVESTMENT MANAGEMENT, INC.

RIA
CRD#: 126052
SAN RAFAEL, CA
Past

February 17, 2009 - April 3, 2019

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)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/3/2008
Uniform Investment Adviser Law Examination

Current Firm

FW
FULCRUM WEALTH SYSTEMS, LLC
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
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts52
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.

Company Information

FULCRUM WEALTH SYSTEMS, LLC

CRD#: 326548Ponte Vedra Beach, FL

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