Mcdermott Investment Advisors, LLC

RIASEC Registered
Total AUM
$203M
Discretionary
$170M
83% of AUM
Avg account
$328K
Accounts
619
Employees
10
Advisory reps
8

Firm details

Headquarters
Naples, Florida
CRD number
132221
Registered since
April 4, 2014
Custodians
HILLTOP SECURITIES INC.
Fee structure
Percentage of AUM, Hourly Charges, Commissions, Other
Client types
  • HNWI80.51%
  • Individuals19.49%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Mcdermott Investment Advisors, LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (registration year 2014) and operates as a capital allocator for individual and family clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of third-party advisers. Fee arrangements are varied and include a percentage of assets under management, hourly fees, commissions and other fee types. The firm lists a broker‑dealer affiliation among its industry relationships and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 84%, Investment Grade Corp Bonds 12%, Public Funds/Mutual Funds 2%, US Government Bonds 1%, State & Local Bonds 1%84%
  • Exchange Traded Equities84%
  • Investment Grade Corp Bonds12%
  • Public Funds/Mutual Funds2%
  • US Government Bonds1%
  • State & Local Bonds1%

Owners & executives

1 of 1
  • Dean Mcdermott

    Dean Mcdermott

    CEO & Managing MemberCRD 1731834

Contacts

3 of 7
  • Andrew Aigner

    Andrew Aigner

    IARCRD 3247019

  • John Cito

    John Cito

    Managing DirectorCRD 724521

  • Mark Baran

    Mark Baran

    Financial AdvisorCRD 870541

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Naples, FL

Collier

Location

Naples, FL

Headquartered in Naples, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.

Metro area
Cape Coral-Fort Myers-Naples, FL
Region
South
County
Collier
Address
780 5 Ave S
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth