Kathleen Kovacs Mcdermott
Investment adviser representative at Mcdermott Investment Advisors, LLC
21 yearsExperience
1 stateRegistered in
$203.3MFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Mcdermott Investment Advisors, LLCMar 2005 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (FL).
Mcdermott Investment Advisors, LLC
$203.3MAssets managed
618Clients
7Advisers
12 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
- 4928511
- Firm CRD
- 132221