Joseph McDermottCRD Number: 4146135
Current Firm: Amp Wealth Management
Joseph McDermott (CRD# 4146135) is an Investment Advisor Representative working at Amp Wealth Management in Whitefish Bay, WI and has over 20 years of experience in the finance industry.
Robert W. Baird & Company Incorporated
Northwestern Mutual Investment Services,llc
Annex Wealth Management, LLC
|Alaric Distributors, LLC||New York, NY||Jan 2020 - Current||1|
|Icv Group, Inc.||New York, NY||Dec 2019 - Current||1|
|Alaric Compliance Services, LLC||New York, NY||Jul 2019 - Current||1|
|Thl Credit Senior Loan Strategies, LLC||Chicago, IL||Apr 2018 - Jul 2019||1|
|Foreside Fund Services, LLC||Chicago, IL||May 2016 - Apr 2018||1|
|Aviva Investors Americas, LLC||Chicago, IL||Sep 2015 - Apr 2018||2|
|Keeley Investment Corp.||Chicago, IL||Jun 2015 - Sep 2015||< 1|
|Keeley Asset Management Corp.||Chicago, IL||Mar 2009 - Sep 2015||6|
|Keeley Investment Corp.||Chicago, IL||Jan 2008 - Sep 2015||7|
|Alaric Compliance Services, LLC||New York, NY||Dec 2007 - Jun 2011||3|
|First Trust Portfolios LP||Lisle, IL||Jul 2006 - Jun 2011||4|
|Bondwave LLC||Lisle, IL||Jul 2006 - Jun 2011||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2000|
|S65||NASAA Investment Advisors Law Examination||Feb 2017|
Total Assets Under Management418MILLIONS
Total Number of Accounts509ACCOUNTS
Average Account Value$821,218
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, FL, GA, IL, KY, MI, TX, WI
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