Troy
Thomas
Mcdermott Investment Advisors, LLC
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About this Advisor
Troy Thomas is a financial advisor operating out of Naples, Florida with a total of 10 years of relevant experience. Thomas is currently employed by Mcdermott Investment Advisors, LLC. During their career, the advisor has held roles at Mcdermott Investment Services LLC and Ipa. Thomas has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Mcdermott Investment Advisors, LLC is an advisory business operating out of Naples, FL. The firm has offices in six locations and a total of 16 advisors. It administers $223 million in assets among its 675 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 675 client accounts, 66% belong to high-net-worth clients who have more than $1 million in investable assets. Mcdermott Investment Advisors, LLC provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules typically are based on which services the firm provides the client. Fees charged by Mcdermott Investment Advisors, LLC most likely consist of asset-based, hourly, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mcdermott Investment Advisors, LLC Brokerage Details
$222,771,227
16
675
$330,031
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Troy Thomas Work History
Troy has been registered as a financial advisor for 10 years.*
Ipa
Mcdermott Investment Services LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Troy Thomas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mcdermott Investment Advisors, LLC
Bethlehem, PA
Naples, FL
Los Angeles, CA
Bethlehem, PA
Naples, FL
Los Angeles, CA
Naples, FL
Palm Coast, FL
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