Mcdermott Investment Services, LLC
Firm details
- Headquarters
- Naples, Florida
- CRD number
- 154926
- Registered since
- May 19, 2011
- Website
- mcdermottadvisors.com
Firm profile
FINTRXOverview
Mcdermott Investment Services, LLC is organized as a limited liability company and is registered with the SEC as an investment adviser since 2011. Ownership is listed as individual-owned and the firm is classified in FINTRX records as "Unclassified." The record flags several negative attributes: it is not identified as a capital allocator, not active on ESG investing, not registered as a multi-state adviser, not a pension consultant, and not listed as a related adviser. The firm has provided little public detail about its business model, client types, fee schedules, or specific advisory activities.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Dean Mcdermott
CEO & Managing MemberCRD 1731834
Contacts
3 of 28
John Cito
Managing DirectorCRD 724521
Mark Baran
Financial AdvisorCRD 870541
Adam Bryan
Financial AdvisorCRD 5443986
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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