MCDERMOTT INVESTMENT SERVICES, LLC

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
31
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 structured as a limited liability company and has been SEC-registered since 2011. Ownership is held by an individual, and the firm is classified in public records as "unclassified." Available disclosures are sparse: the firm is not flagged as a capital allocator, is not identified as an active ESG investor, and is not listed as a multi-state adviser. Filings also indicate it is not newly formed, does not serve as a pension consultant, and is not reported as a related adviser. The firm has not provided additional information about its business activities, advisory services, client types, or external affiliations.

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

    CEO & Managing MemberCRD 1731834

Contacts

3 of 30
  • CORBIN THOMAS

    Financial AdvisorCRD 4234748

  • Anthony Correnti

    Financial AdvisorCRD 1364055

  • JOHN CITO

    Managing DirectorCRD 724521

Unlock 27 more contacts

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth