Kyle McDermottCRD Number: 5978355
Current Firm: Axa Advisors, LLC
Kyle McDermott (CRD# 5978355) is an Investment Advisor Representative working at Axa Advisors, LLC in Rochester, NY and has over 5 years of experience in the finance industry.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Axa Advisors, LLC||New York, NY||Nov 2011 - Current||6|
|Paychex||Rochester, NY||Jul 2008 - Nov 2011||3|
|The Resource Center||Jamestown, NY||May 2007 - Jul 2008||1|
|Geneva College||Beaver Falls, PA||Aug 2003 - Apr 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2011|
Total Assets Under Management9,867MILLIONS
Total Number of Accounts40,093ACCOUNTS
Average Account Value$246,096
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV