Unclaimed Profile

Michael P Mcdermott

KATHMERE CAPITAL MANAGEMENT, LLC·WAYNE, Pennsylvania

SIE, Series 6, Series 7, Series 24, Series 63, Series 66CFPClean record24 years registeredKATHMERE CAPITAL MANAGEMENT, LLC

435 DEVON PARK DRIVE, WAYNE, PA 19087CRD# 2947681Firm CRD# 305118

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael P Mcdermott · WAYNE, PA

Registration

CRD #2947681 · KATHMERE CAPITAL MANAGEMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

KATHMERE CAPITAL MANAGEMENT, LLC

Oct 2019 – present

PRIVATE ADVISOR GROUP, LLC

Apr 2012 – Oct 2019

KING OF PRUSSIA, PA

LPL FINANCIAL LLC

Jul 2011 – Oct 2019

KING OF PRUSSIA, PA

ESI FINANCIAL ADVISORS

Aug 2002 – Oct 2003

BROOMALL, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · August 6, 2002

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KATHMERE CAPITAL MANAGEMENT, LLC

CRD 305118 · SEC 801-117215

AUM

$1.8B

Regulatory assets under management

Employees

2,090 client accounts

Services offered by KATHMERE CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KATHMERE CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Michael P Mcdermott offer?

Michael P Mcdermott specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WAYNE, Pennsylvania for a consultation.

What are Michael P Mcdermott's credentials?

Michael P Mcdermott holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael P Mcdermott located?

Michael P Mcdermott is based in WAYNE, Pennsylvania, working with KATHMERE CAPITAL MANAGEMENT, LLC. Their office serves clients in the WAYNE metropolitan area and surrounding communities.

How does Michael P Mcdermott charge for services?

Michael P Mcdermott's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KATHMERE CAPITAL MANAGEMENT, LLC?

KATHMERE CAPITAL MANAGEMENT, LLC has approximately 17 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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