Everbridge Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Everbridge Advisors is a recently formed registered investment adviser that provides discretionary portfolio management and institutional consulting, documenting client goals and constraints in an Investment Policy Statement. The firm charges asset‑based advisory fees and identifies institutional clients and high‑net‑worth individuals among its intended client types, though it reported no assets under management as of December 2025.
The adviser combines fundamental, technical, and cyclical analysis and employs active trading strategies, including short‑term trading, short sales, margin transactions, and options writing, all of which it highlights as carrying elevated risks. It typically seeks discretionary authority to implement portfolios that align with each client’s documented risk tolerance and time horizon.
Notably, the firm’s principals operate an affiliated capital‑funding business that provides funding solutions to firms seeking acquisitions or growth, an ancillary activity that extends beyond traditional pooled‑vehicle management and is uncommon among peers. The brochure also discloses that the adviser does not participate in wrap fee programs, uses institutional custodial platforms with direct fee deduction and quarterly custodian reporting, and states it does not accept outside compensation for sales of securities or other investment products.
Client services
Expertise
Fee options
$80,000 - $100,000: 1.95% $100,001 - $250,000: 1.50% $250,001 - $500,000: 1.20% $500,001+: 1.00%
Account minimum: $80,000
Main office
See office465 York Court
Rockville Centre NY 11570
Advisors at this office
1
Offices (2)
Most active in
Idaho · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Advisors at this firm
Russell D
Series 63, Series 65
Melba, ID
Everbridge Advisors
Russell Dygert is a financial advisor at Everbridge Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with firms including Finalis Securities, LLC. Outside of his advisory role, he manages a third-party logistics company, Intermountain Express LLC. Everbridge Advisors is a registered investment adviser providing discretionary portfolio management and institutional consulting services, serving institutional clients and high-net-worth individuals. The firm employs a blend of fundamental, technical, and cyclical analysis with active trading strategies and operates an affiliated capital-funding business that offers funding solutions for acquisitions and growth.
Ryan M
Series 63, Series 65
Rockville Centre, NY
Everbridge Advisors
Ryan Mcdermott is a financial advisor at Everbridge Advisors with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Finalis Securities LLC and Oxford Place Investment Company. He is the founder of Everbridge Merchant, an advisory and capital raising business focused on private middle market sponsors. Everbridge Advisors is a registered investment adviser serving institutional clients and high-net-worth individuals with discretionary portfolio management and institutional consulting. The firm combines fundamental, technical, and cyclical analysis, employing active trading strategies while also operating an affiliated capital-funding business that provides financing solutions beyond traditional pooled-vehicle management.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)