MCDERMOTT INVESTMENT ADVISORS, LLC

NAPLES, Florida·2 registered advisors·CRD# 132221
SEC# 801-794046(610) 882-1460
01

Firm Overview

AUM
$228M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Commissions
Other: SHARE IN A FEE CHARGED BY THIRD PARTY ADVISER.
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MCDERMOTT INVESTMENT ADVISORS, LLC

2 registered advisors
Dean Patrick Mcdermott
NAPLES, Florida
Kathleen Kovacs Mcdermott
NAPLES, Florida
05

Office Locations

NAPLES, Florida
2 advisors

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Data sourced from SEC Form ADV filings. MCDERMOTT INVESTMENT ADVISORS, LLC (CRD# 132221) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.