Bethlehem, PA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
McDermott Investment Advisors, LLC
Team
Firm-wide stats for McDermott Investment Advisors, LLC
About
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.
Based on McDermott Investment Advisors, LLC
Location
44 East Broad Street, Suite 218
Bethlehem PA 18018
Advisors at this office
3
Advisors at this office
Dean M
Series 63, Series 66
Bethlehem, PA
McDermott Investment Advisors, LLC
Dean McDermott is a financial advisor at McDermott Investment Advisors, LLC with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has been with McDermott Investment Advisors since its founding in 2004. He is also a member of Kadeda of Naples, LLC, a commercial real estate venture. McDermott Investment Advisors, LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages approximately 700 accounts and $211 million in assets, using both firm-developed and third-party model portfolios across a range of investment instruments.
John C
Series 63, Series 65
Bethlehem, PA
McDermott Investment Advisors, LLC
John Cito is the principal of Cito Capital Advisors LLC in Hackensack, NJ, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been involved with multiple related firms, including McDermott Investment Services, LLC and Cito Capital Management, LLC, where he has served in advisory and financial planning roles. Cito Capital Advisors LLC provides fee-based financial planning and consulting primarily to individual clients, offering modular or one-time written plans and hourly advice. The firm refers client portfolios to third-party money managers and supports clients with onboarding and ongoing liaison services, focusing on an advisory approach that combines fundamental, technical, and cyclical analysis.
Andrew A
Series 63
Bethlehem, PA
McDermott Investment Advisors, LLC
Andrew Aigner is a financial advisor at McDermott Investment Advisors, LLC with 21 years of industry experience. He holds a Series 63 designation and has been with McDermott since 2012. Outside of his advisory role, he has been self-employed since 1995. McDermott Investment Advisors provides discretionary and non-discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages approximately 700 accounts with about $211 million in assets, utilizing both firm-developed and third-party model portfolios across a range of investment instruments.
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