Mcdermott Investment Advisors, LLC
Firm details
- Headquarters
- Naples, Florida
- CRD number
- 132221
- Registered since
- April 4, 2014
- Website
- mcdermottadvisors.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities84%
- Investment Grade Corp Bonds12%
- Public Funds/Mutual Funds2%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1
Dean Mcdermott
CEO & Managing MemberCRD 1731834
Contacts
3 of 7
Andrew Aigner
IARCRD 3247019

John Cito
Managing DirectorCRD 724521

Mark Baran
Financial AdvisorCRD 870541
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
- 780 5 Ave S
- Time zone
- ET (UTC-5)
- Office locations
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