David Mcdermott
Professional Summary
David Mcdermott is a registered financial advisor currently at MCDERMOTT INVESTMENT ADVISORS, LLC located in Naples, Florida. David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. David has worked at 1 firm and has passed the Series 65 and SIE 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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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
3 years in the financial services industry
Current & Past Employments
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Current Firm
MCDERMOTT INVESTMENT ADVISORS, LLC
Contact Information
Main Address
780 Fifth Avenue South Suite 200, Naples, FL 34102Mailing Address
P.o. Box 1889, Bethlehem, PA 18016-1889Phone Number
(610) 882-1460# of Employees
10SEC notice filing (13 States and Territories)
Registered to provide investment advisory services in 13 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
619AUM (Assets Under Management)
$203,288,172Similar Advisors
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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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AUSDAL FINANCIAL PARTNERS, INC.
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Primary Firm SEC Registration
MCDERMOTT INVESTMENT ADVISORS, LLC
State Registrations and Notice Filings
(8/3/2023)
(7/24/2023)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view David Mcdermott's CRS (Customer Relationship Summary).
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