Martin McDermott (CRD# 5823282) is an Investment Advisor Representative working at Conscientia Family Office, LLC in Miami, FL and has over 11 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Conscientia Family Office | Miami, FL | Jul 2020 - Current | 3 |
| Brickell Global Insurance, Inc. | Miami, FL | Nov 2015 - Jun 2020 | 4 |
| Brickell Bank | Miami, FL | Jul 2015 - Jun 2020 | 4 |
| Brickell Global Markets, Inc. | Miami, FL | Jul 2015 - Jun 2020 | 4 |
| Brickell Global Advisory, Inc. | Miami, FL | Jul 2015 - May 2020 | 4 |
| Espirito Santo Investment Advisors Inc. | Miami, FL | Nov 2012 - Jul 2015 | 2 |
| E.s. Financial Services Inc. | Miami, FL | Nov 2012 - Jul 2015 | 2 |
| Espirito Santo Bank | Miami, FL | Nov 2012 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2012 |
- FL
-
Total Assets Under Management97MILLIONS
-
Total Number of Accounts63ACCOUNTS
-
Average Account Value$1,536,791
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
FL
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