David McDermott has been an investment adviser representative at McDermott Investment Advisors since July 2023, and is not listed among the firm’s executive officers or direct owners.
McDermott Investment Advisors, LLC is a Naples, FL firm with $203M under management, 618 clients and 10 advisers across 8 offices, as of its March 2026 filing.
- – present · 3 yearsNaples, FL · Adviser representative · Firm CRD 132221
Investment adviser representative registrations
David McDermott is registered as an investment adviser representative in 2 states. The first approvals date from July 2023; the most recent is Florida, in August 2023.
- FloridaSince 3 August 2023
- PennsylvaniaSince 24 July 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | 25 June 2024 |
| Series 65 | Uniform Investment Adviser Law Examination | 22 July 2023 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7345940
- Firm
- McDermott Investment Advisors · CRD 132221
- Office
- 780 FIFTH AVENUE SOUTH, SUITE 200, Naples, FL 34102
- Registration
- Investment adviser registration
- In the industry since
- July 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does David McDermott work?
David McDermott is an investment adviser representative registered through McDermott Investment Advisors, LLC since July 2023, and is not listed among the firm’s executive officers or direct owners.
Is David McDermott a financial advisor?
Yes. David McDermott has a current investment-adviser registration in Florida and Pennsylvania, through McDermott Investment Advisors since July 2023.
How many years of experience does David McDermott have?
David McDermott has 3 years in the financial industry, since July 2023, across 1 adviser firm.
What exams has David McDermott passed?
David McDermott has passed 2 licensing exams: the Series 65 and SIE. The earliest, the Series 65, was passed in July 2023.
Where is David McDermott based?
David McDermott’s registered office is in Naples, FL.
Is David McDermott registered with FINRA?
No. David McDermott has no current broker registration.
How can I verify David McDermott’s record?
Search CRD 7345940 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David McDermott’s full registration record.