Joseph McDermott, financial advisor Whitefish Bay WI

Joseph McDermott

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Joseph D. McDermott
Phone Number: 414-332-1011
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    418
    MILLIONS
  • Total Number of Accounts
    509
    ACCOUNTS
  • Average Account Value
    $821,218
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States

CA, FL, GA, IL, KY, MI, TX, WI

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