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Kevin Mcdermott

Investment adviser representative at Kathmere Capital Management, LLC
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.5BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

19 years in the industry.

  1. Kathmere Capital Management, LLCSep 2019 to now
  2. Private Advisor Group, LLCJun 2012 to Sep 2019
  3. LPL Financial LLCMay 2007 to Sep 2019

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2001

State registrations

Registered as an investment adviser representative in 1 state (PA).

Kathmere Capital Management, LLC

$3.5BAssets managed
842Clients
17Advisers
7 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4349561
Firm CRD
305118
Advisor's SEC record (opens in a new tab)
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