JC
John P. Cito
MCDERMOTT INVESTMENT ADVISORS
Bethlehem, PA 18018
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CRD#: 724521
JC
Professional summary
John Philip Cito is a registered financial advisor currently at MCDERMOTT INVESTMENT ADVISORS, LLC located in Bethlehem, Pennsylvania and CITO CAPITAL ADVISORS LLC located in Hackensack, New Jersey.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1981. John has worked at 15 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 7 and Series 24 exams.
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.
(1) MCDERMOTT INVESTMENT ADVISORS, LLC. INVESTMENT-RELATED, 26 W. BROAD ST.,BETHLEHEM, PA. 18016. INVESTMENT ADVISORY SERVICES, RIA.20 HRS./WK. WHICH RUN CONCURRENTLY WITH BD ACTIVITES (MCDERMOTT INVESTMENT SERVICES, LLC).(2) CITO CAPITAL MANAGEMENT, LLC - 354 STATE STREET, SUITE 204, HACKENSACK, NJ - FINANCIAL PLANNER AND INSURANCE AGENT - OWNER SINCE ITS FORMATION AND DEVOTES VARIOUS HOURS DURING THE WEEK WHICH RUN CONCURRENTLY WITH BD ACTIVITIES. (3) CITO CAPITAL ADVISORS, LLC (CCA) - HACKENSACK, NJ - CCA IS A NEW JERSEY STATE REGISTERED INVESTMENT ADVISOR - OWNER SINCE ITS INCEPTION - HOURS RUN CONCURRENTLY WITH BD ACTIVITIES
CRS (Client Relationship Summary) - RIA
Click below to view John Philip Cito'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®
NoneExperience
Current
August 8, 2006 - Present
MCDERMOTT INVESTMENT ADVISORS, LLC
Office #1: 44 East Broad Street Suite 218, Bethlehem, PA 18018RIA
CRD#: 132221
Bethlehem, PA
Current
March 10, 2010 - Present
CITO CAPITAL ADVISORS LLC
Office #1: 354 State Street Suite 204, Hackensack, NJ 07601RIA
CRD#: 152131
HACKENSACK, NJ
Current
May 19, 2011 - Present
MCDERMOTT INVESTMENT SERVICES, LLC
Office #1: 354 State Street Suite 204, Hackensack, NJ 07601BD
CRD#: 154926
Hackensack, NJ
Past
November 20, 2009 - December 31, 2010
WORLD CAPITAL BROKERAGE, INC.
BD
CRD#: 37
DENVER, CO
Past
August 8, 2006 - September 15, 2006
MCDERMOTT INVESTMENT ADVISORS, LLC
RIA
CRD#: 132221
BETHLEHEM, PA
Past
November 8, 1999 - December 31, 2007
STEVEN L. FALK & ASSOCIATES INC.
BD
CRD#: 14297
LAS VEGAS, NV
Past
August 29, 1997 - November 4, 1999
SUNAMERICA SECURITIES, INC.
BD
CRD#: 20068
PHOENIX, AZ
Past
May 19, 1992 - December 1, 1995
CONTINENTAL CAPITAL INVESTMENT SERVICES, INC.
BD
CRD#: 2864
BRYAN, OH
Past
August 17, 1989 - October 25, 1991
THE SARATOGA GROUP
BD
CRD#: 22219
SARATOGA SPRINGS, NY
Past
May 8, 1985 - September 17, 1986
CONCORD ASSETS SECURITIES, INC.
BD
CRD#: 10533
Past
April 4, 1984 - September 28, 1984
L. F. ROTHSCHILD & CO. INCORPORATED
BD
CRD#: 501
Past
January 26, 1984 - March 15, 1984
LADENBURG THALMANN & CO. INC.
BD
CRD#: 505
Past
February 11, 1983 - January 9, 1984
LEHMAN BROTHERS INC.
BD
CRD#: 7506
Past
March 29, 1982 - March 1, 1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
Past
April 6, 1981 - November 22, 1981
BROADCHILD SECURITIES CORP.
BD
CRD#: 7702
Past
February 23, 1981 - March 27, 1981
PHILIPS, APPEL & WALDEN, INC.
BD
CRD#: 659
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MI
MCDERMOTT INVESTMENT ADVISORS, LLC
MCDERMOTT INVESTMENT ADVISORS, LLC
CRD#: 132221 / SEC#: 801-79404
RIA
Registered Investment Advisory firm - (4/4/2014 Approved)California
Registered Investment Advisory firm - (5/7/2014 Terminated)Florida
Registered Investment Advisory firm - (12/31/2014 Terminated)Maine
Registered Investment Advisory firm - (4/7/2014 Terminated)Nevada
Registered Investment Advisory firm - (10/6/2006 Terminated)New Hampshire
Registered Investment Advisory firm - (4/7/2014 Terminated)New Jersey
Registered Investment Advisory firm - (4/7/2014 Terminated)New York
Registered Investment Advisory firm - (4/7/2014 Terminated)Pennsylvania
Registered Investment Advisory firm - (4/8/2014 Terminated)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.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
Alabama(1/6/2020)
RR
Alaska(1/6/2020)
RR
Arizona(1/6/2020)
RR
Arkansas(1/6/2020)
RR
California(5/24/2011)
RR
Colorado(1/6/2020)
RR
Connecticut(1/6/2020)
RR
Delaware(1/6/2020)
RR
District of Columbia(1/6/2020)
RR
Florida(5/23/2011)
RR
Georgia(1/6/2020)
RR
Hawaii(1/6/2020)
RR
Idaho(1/6/2020)
RR
Illinois(1/6/2020)
RR
Indiana(1/6/2020)
RR
Iowa(1/6/2020)
RR
Kansas(1/6/2020)
RR
Kentucky(1/6/2020)
RR
Louisiana(1/6/2020)
RR
Maine(1/6/2020)
RR
Maryland(1/6/2020)
RR
Massachusetts(1/6/2020)
RR
Michigan(1/6/2020)
RR
Minnesota(1/6/2020)
RR
Mississippi(1/6/2020)
RR
Missouri(1/6/2020)
RR
Montana(1/6/2020)
RR
Nebraska(1/6/2020)
RR
Nevada(1/6/2020)
RR
New Hampshire(1/6/2020)
IAR
New Jersey(8/8/2006)
RR
New Jersey(5/31/2011)
RR
New Mexico(1/6/2020)
RR
New York(5/23/2011)
RR
North Carolina(1/6/2020)
RR
North Dakota(1/6/2020)
RR
Ohio(1/6/2020)
RR
Oklahoma(1/6/2020)
RR
Oregon(1/6/2020)
RR
Pennsylvania(1/6/2020)
RR
Rhode Island(1/6/2020)
RR
South Carolina(1/6/2020)
RR
South Dakota(1/6/2020)
RR
Tennessee(1/6/2020)
RR
Texas(1/6/2020)
RR
Utah(1/6/2020)
RR
Vermont(1/6/2020)
RR
Virginia(1/6/2020)
RR
Washington(1/6/2020)
RR
West Virginia(1/6/2020)
RR
Wisconsin(1/6/2020)
RR
Wyoming(1/6/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
MI
MCDERMOTT INVESTMENT ADVISORS, LLC
MCDERMOTT INVESTMENT ADVISORS, LLC
CRD#: 132221 / SEC#: 801-79404
RIA
Registered Investment Advisory firm - (4/4/2014 Approved)California
Registered Investment Advisory firm - (5/7/2014 Terminated)Florida
Registered Investment Advisory firm - (12/31/2014 Terminated)Maine
Registered Investment Advisory firm - (4/7/2014 Terminated)Nevada
Registered Investment Advisory firm - (10/6/2006 Terminated)New Hampshire
Registered Investment Advisory firm - (4/7/2014 Terminated)New Jersey
Registered Investment Advisory firm - (4/7/2014 Terminated)New York
Registered Investment Advisory firm - (4/7/2014 Terminated)Pennsylvania
Registered Investment Advisory firm - (4/8/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
780 Fifth Avenue South Suite 200, Naples, FL 34102
Mailing Address
P.o. Box 1889, Bethlehem, PA 18016-1889
Phone number
(610) 882-1460
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 709 |
| AUM (Assets Under Management) | $ 211,048,107 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
MCDERMOTT INVESTMENT ADVISORS, LLC
CRD#: 132221Bethlehem, PA 18018TRUST BUT VERIFY
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Contact information
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