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Ryan Joseph Mcdermott

EVERBRIDGE ADVISORS
ROCKVILLE CENTRE, NY
·CRD# 8103057·1 year experience

Professional Summary

Ryan Joseph Mcdermott, who also goes by Ryan Mcdermott, Ruan Mcdermott, is a registered financial advisor currently at EVERBRIDGE ADVISORS located in Rockville Centre, New York and FINALIS SECURITIES LLC located in New York, New York. Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Ryan has worked at 2 firms and has passed the Series 63, Series 65, Series 82TO and SIE...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Ryan Mcdermott, Ruan Mcdermott

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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.

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.

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Years of Experience

1 years in the financial services industry

Current & Past Employments

EVERBRIDGE ADVISORS·CRD# 336855
RIA
465 York Court, Rockville Centre, NY 11570
June 26, 2025 - Present
FINALIS SECURITIES LLC·CRD# 305908
BD
450 Lexington Ave., New York, NY 10017
September 29, 2025 - Present

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Current Firm

EA
EVERBRIDGE ADVISORS

EVERBRIDGE ADVISORS

CRD#: 336855
Idaho
Registered Investment Advisory firm - Idaho (9/5/2025 Approved)
New York
Registered Investment Advisory firm - New York (6/26/2025 Approved)

Contact Information

Main Address

465 York Court, Rockville Centre, NY 11570

Phone Number

(516) 343-0772

# of Employees

2

Documents

Latest Form ADV
0

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.) Everbridge Merchant; Investment related; 465 York Court, Rockville Centre, New York, 11570; Advisory and capital raising for private middle market sponsors.; Founder; 01/15/2026; 25; 25; I am currently focused on manger and issuer sourcing, as well as the capital advisory side, finding investors to place in our clients offerings/opportunities.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Arizona
(4/21/2026)
IAR
New York
(6/26/2025)
RR
New York
(11/24/2025)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 2025About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Apr 2025About the Series 65 exam

Series 82TO — Limited Representative-Private Securities Offerings

Passed Sep 2025About the Series 82TO exam

SIE — Securities Industry Essentials Examination

Passed Jun 2025About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Ryan Joseph Mcdermott's CRS (Customer Relationship Summary).

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