Mcdermott Investment Advisors, LLC

Mcdermott Investment Advisors, LLC (CRD# 132221) is a financial advisory firm headquartered in Naples, FL. They manage $227,622,339 in 701 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
780 Fifth Avenue South, Suite 200, Naples, FL 34102
http://www.mcdermottadvisors.com
By the Numbers
  • Total Assets Under Management
    228
    MILLION
  • Total Number of Accounts
    701
    ACCOUNTS
  • Average Account Value
    $324,711
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, MD, ME, NH, NJ, NY, PA, SC, TX, UT, VA

Financial Advisors at Mcdermott Investment Advisors, LLC
Showing 11 - 13 of 13 top financial advisors.
11
Mark Baran, financial advisor Naples FL
Mark R. Baran
CRD#: 870541
780 Fifth Avenue South, Suite 200, Naples, FL 34102

Mark Baran (CRD# 870541) is an Investment Advisor Representative working at Mcdermott Investment Advisors, LLC in Naples, FL and has over 44 years of experience in the finance industry.

12
Robert Bosch, financial advisor Naples FL
Robert Bosch
CRD#: 7224414
780 Fifth Avenue South, Suite 200, Naples, FL 34102

Robert Bosch (CRD# 7224414) is an Investment Advisor Representative working at Mcdermott Investment Advisors, LLC in Naples, FL and has over 3 years of experience in the finance industry.

13
David McDermott, financial advisor Naples FL
David McDermott
CRD#: 7345940
780 Fifth Avenue South, Suite 200, Naples, FL 34102

David McDermott (CRD# 7345940) is an Investment Advisor Representative working at Mcdermott Investment Advisors, LLC in Naples, FL and has 1 year of experience in the finance industry.

PREV ... 1 2

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals