Kathleen McDermott has been Managing Director of McDermott Investment Advisors since March 2005, is not listed as a control person, but directly owns under 5% of the firm.
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 · 21 yearsAdviser representative · Firm CRD 132221
Investment adviser representative registrations
Kathleen McDermott is registered as an investment adviser representative in Florida, since April 2010.
- FloridaSince 9 April 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 March 2005 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kathleen Kovacs McDermott
- CRD
- 4928511
- Firm
- McDermott Investment Advisors · CRD 132221
- Role
- Managing Director
- Registration
- Investment adviser registration
- In the industry since
- March 2005
- Disciplinary history
- Not yet shown here · SEC record
Where does Kathleen McDermott work?
Kathleen McDermott has been Managing Director of McDermott Investment Advisors, LLC since March 2005.
Is Kathleen McDermott a financial advisor?
Yes. Kathleen McDermott has a current investment-adviser registration in Florida, through McDermott Investment Advisors since March 2005.
How many years of experience does Kathleen McDermott have?
Kathleen McDermott has 21 years in the financial industry, since March 2005, across 1 adviser firm.
What exams has Kathleen McDermott passed?
Kathleen McDermott passed the Series 65 in March 2005.
Is Kathleen McDermott registered with FINRA?
No. Kathleen McDermott has no current broker registration.
How can I verify Kathleen McDermott’s record?
Search CRD 4928511 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kathleen McDermott’s full registration record.