Craig E Fernsler
Professional Summary
Craig E Fernsler is a registered financial advisor currently at MCDERMOTT INVESTMENT SERVICES, LLC located in Naples, Florida. Craig is registered as a RR (Registered Representative) and started their career in finance in 2008. Craig has worked at 3 firms and has passed the Series 63, SIE and Series 22 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
13 years in the financial services industry
Current & Past Employments
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Current Firm
MCDERMOTT INVESTMENT SERVICES, LLC
Contact Information
Main Address
900 Broad Ave South Suite 2c, Naples, FL 34102Mailing Address
P.o. Box 1784, Naples, FL 34106Phone Number
(610) 882-1460Established
Pennsylvania since 07/21/2010Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (51 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Civil Event
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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.
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State Registrations and Notice Filings
(1/2/2025)
(6/25/2026)
(2/27/2020)
(2/27/2020)
(10/16/2025)
(1/15/2025)
(1/3/2023)
(2/27/2020)
(7/16/2020)
(4/11/2022)
(11/22/2024)
(2/27/2020)
(12/5/2025)
(2/24/2023)
(4/20/2022)
(8/18/2025)
(2/17/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed May 2015About the Series 22 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Craig E Fernsler's CRS (Customer Relationship Summary).
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