Andrew J. Mcdermott

GEHRET INVESTMENTS

Coral Gables, FL 33158

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CRD#: 5758077

Professional summary

Andrew James Mcdermott is a registered financial advisor currently at GEHRET INVESTMENTS located in Coral Gables, Florida.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Andrew has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Andrew James 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

July 14, 2010 - Present

GEHRET INVESTMENTS

Office #1: 6345 Marlin Drive, Coral Gables, FL 33158

RIA

CRD#: 152782

Coral Gables, FL

Past

July 14, 2010 - December 31, 2010

GEHRET INVESTMENTS

RIA

CRD#: 152782

CORAL GABLES, FL

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
(7/14/2010)

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: 2/6/2010

Uniform Investment Adviser Law Examination

Current Firm

GEHRET INVESTMENTS

GEHRET INVESTMENTS | GEHRET INVESTMENTS, LLC.

CRD#: 152782 / SEC#:

Florida

Registered Investment Advisory firm - (7/14/2010 Approved)

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Contact information

Main Address

6345 Marlin Drive, Coral Gables, FL 33158

Mailing Address

Phone number

(215) 964-2315

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Andrew J. Mcdermott

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew James Mcdermott's CRS (Customer Relationship Summary).

Certified licenses

Experience

GEHRET INVESTMENTS

GEHRET INVESTMENTS

State Registrations and Notice Filings

Exams

Series 65

Date: 2/6/2010

Current Firm

GEHRET INVESTMENTS

Contact information

Documents

Red Flags

Company Information

GEHRET INVESTMENTS

TRUST BUT VERIFY

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