Mcdermott Investment Services, LLC

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
29
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 a limited liability company that has been SEC-registered since 2011 and is owned by an individual. FINTRX classifies the firm as "unclassified," and the snapshot indicates the adviser is not a capital allocator, is not active on ESG mandates, and does not identify as a pension consultant or a related adviser. The firm is also not listed as a multi-state adviser and is not marked as newly formed. Public-facing details about the firm's investment approach, client segments, fee models, and specific advisory activities are minimal in the dataset. Where the record does provide attributes, they point to a small, individually owned advisory vehicle without reported involvement in ESG-oriented investing or institutional pension consulting.

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

1 of 1
  • Dean Mcdermott

    Dean Mcdermott

    CEO & Managing MemberCRD 1731834

Contacts

3 of 28
  • John Cito

    John Cito

    Managing DirectorCRD 724521

  • Mark Baran

    Mark Baran

    Financial AdvisorCRD 870541

  • Adam Bryan

    Adam Bryan

    Financial AdvisorCRD 5443986

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth