Mcdermott Investment Services, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
30
Avg account
$0

Firm details

Headquarters
Naples, Florida
CRD number
154926
Registered since
May 19, 2011

Firm profile

FINTRX

Overview

Mcdermott Investment Services, LLC is organized as a limited liability company and is individually owned. The firm's public profile lists it as "unclassified" in its business categorization and indicates it does not operate as a capital allocator. Available descriptors show the firm is not positioned as an active ESG investor, is not a multi-state adviser, and is not described as newly formed. The firm also is not identified as a pension consultant or as a related adviser to another registered investment adviser. The information provided contains few details on advisory activities, client segments, fee models, or specific investment strategies. There are no disclosed affiliations or stated areas of manager allocation interest in the supplied materials.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
900 Broad Ave S
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth