Dean
Mcdermott

Mcdermott Investment Advisors, LLC

CRD#1731834
Investment Advisor
in Naples, FL

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About this Advisor

Dean Mcdermott is a financial advisor based in Naples, Florida, working with Mcdermott Investment Advisors, LLC. Dean has previously held positions at Mcdermott Investment Advisors, LLC and Mcdermott Investment Services, LLC. Dean has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida, Pennsylvania, and Texas. Currently, Dean is part of Mcdermott Investment Advisors, LLC, which operates out of Naples, Florida. The firm has 6 offices and 13 employees. The firm manages assets totaling $227.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Mcdermott Investment Advisors, LLC includes asset-based, hourly, commission-based, and other fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Commissions, Others

Office Location

780 Fifth Avenue South Suite 200
Naples, FL 34102

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Mcdermott Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$227,622,339

FL Average: $1,855,561,029
Total Number of Employees

13

FL Average: 62
Total Number of Accounts

701

FL Average: 2,474
Average Account Size

$324,711

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Dean Mcdermott Work History

2011 - Present (13 years)

Mcdermott Investment Services, LLC

2004 - Present (20 years)

Mcdermott Investment Advisors, LLC

Disclosures

Please visit the SEC profile of Dean Mcdermott 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

Adam Bryan
Los Angeles, CA
Robert Bosch
Naples, FL
Daniel Nemeth
Bethlehem, PA
Troy Thomas
Naples, FL
George Kurtz
Bethlehem, PA
Robert Horning
Los Angeles, CA
Mark Baran
Naples, FL
David Mcdermott
Naples, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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