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AB

Adam J. Bryan

MCDERMOTT INVESTMENT SERVICES
North Hills, CA
Some features on this profile are disabled
CRD#: 5443986
AB

Professional summary

Adam Jack Bryan, who also goes by Adam Jack Bryan Mr, Adam Bryan, is a registered financial professional currently at MCDERMOTT INVESTMENT SERVICES, LLC located in North Hills, California.

Adam is registered as a RR (Registered Representative) and started their career in finance in 2008. Adam has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 22 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Adam Jack Bryan Mr | Adam Bryan

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.) American 1031; Not investment related; 10111 Petit Avenue, North Hills, CA 91343; DBA for branding purposes only, representing investments offered by licensed Broker-Dealer; Associate; Started November 2017; About 160 hours per month; Meeting with clients to determine what products the broker-dealer offers that might suit their situations and goals 2.) H&S Wealth Management, Los Angeles, CA; Not investment related; DBA for branding purposes only, representing investments offered by licensed Broker-Dealer; Director; Started May, 2014; Meeting with clients to determine what products the broker-dealer offers that might suit their situations and goals

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Adam Jack Bryan'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

September 20, 2017 - Present

MCDERMOTT INVESTMENT SERVICES, LLC

BD
CRD#: 154926
North Hills, CA
Past

September 22, 2017 - December 23, 2024

MCDERMOTT INVESTMENT ADVISORS, LLC

RIA
CRD#: 132221
Los Angeles, CA
Past

November 20, 2014 - September 18, 2017

CENTAURUS FINANCIAL, INC.

RIA
CRD#: 30833
LOS ANGELES, CA
Past

October 9, 2014 - September 18, 2017

CENTAURUS FINANCIAL, INC.

BD
CRD#: 30833
LOS ANGELES, CA
Past

August 10, 2010 - August 12, 2010

UNITED EQUITY SECURITIES, LLC

BD
CRD#: 47261
HUSTON, TX
Past

March 4, 2010 - August 6, 2010

UNITED EQUITY SECURITIES, LLC

BD
CRD#: 47261
HUSTON, TX
Past

January 28, 2009 - February 8, 2010

DIRECT CAPITAL SECURITIES, INC.

BD
CRD#: 29639
AUSTIN, TX
Past

February 18, 2008 - March 26, 2008

AFA FINANCIAL GROUP, LLC

BD
CRD#: 127648
CALABASAS, CA

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
(9/20/2017)
RR
Indiana
(3/14/2024)
RR
Missouri
(1/26/2024)
RR
Nevada
(10/8/2024)
RR
New Mexico
(1/2/2024)
RR
Oregon
(4/24/2025)
RR
Virginia
(4/24/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/20/2014
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 12/13/2007
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 7
Date: 10/9/2014
General Securities Representative Examination
General Industry/Product Exam
RR
Series 22
Date: 2/15/2008
Direct Participation Programs Representative 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)
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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#: 154926North Hills, CA

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