A complete list of active advisors currently associated with McDermott Investment Advisors, LLC
Warmer can help you find a great advisor at McDermott Investment Advisors, LLC or one who fits your needs even better.
McDermott Investment Advisors is a team‑based SEC‑registered advisory firm of nine advisors managing approximately $203 million for roughly 618 clients, serving individuals (including high‑net‑worth clients), trusts, estates, and charitable organizations. The firm provides discretionary and non‑discretionary portfolio management, financial planning, and the selection of third‑party advisers, and operates a program that places smaller accounts into model allocations. The firm constructs and monitors portfolios using firm‑developed models, sub‑advisers, and third‑party model portfolios, with investments that can include equities, ETFs, mutual funds, fixed income, options, and structured notes; accounts are reviewed at least monthly and rebalanced as needed. McDermott employs both fundamental and technical analysis, may manage accounts on a discretionary basis, and uses Envestnet’s Endeavor program for smaller accounts. Noteworthy distinctions include an affiliation with an introducing broker‑dealer and the use of a single clearing/custody provider, with some advisory personnel also licensed as registered representatives and insurance agents who may receive commissions, trails, rebates, or other transaction‑based compensation — a conflict the firm discloses. The firm has disclosed a prior SEC civil enforcement action related to unit investment trust recommendations that resulted in a jury finding and court‑ordered disgorgement, prejudgment interest, and civil penalties, and it maintains multiple offices, which is less common among peer team firms.
To learn more about the advisors currently working at McDermott Investment Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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