Sean McDermott, financial advisor Roseville MN
86 score

Sean McDermott

CRD Number: 1980559
Current Firm: Summit Investment Advisory Services

Sean McDermott (CRD# 1980559) is an Investment Advisor Representative working at Summit Investment Advisory Services in Roseville, MN and has over 27 years of experience in the finance industry. Sean McDermott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Summit Investment Advisory Services, Inc. Roseville, MN Sep 2013 - Current 3
Lpl Financial, LLC Roseville, MN May 2000 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1989
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Sean P. McDermott
Phone Number: 651-490-2939
Registered State(s):
  • FL
  • MN
By the Numbers
  • Total Assets Under Management
    59
    MILLIONS
  • Total Number of Accounts
    303
    ACCOUNTS
  • Average Account Value
    $193,865
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, MN

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BADGES
86

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