Michael James Mcdermott
Investment adviser representative at Polaris Financial, LLC
11 yearsExperience
1 stateRegistered in
$70.2MFirm assets
10 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Richr Money LLCMay 2023 to now
- Polaris Financial, LLCOct 2017 to now
- Polaris Portfolios, LLCJan 2016 to now
- Douugh WealthMay 2021 to Apr 2022
- OracleAug 2015 to Aug 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (MA).
Polaris Financial, LLC
$70.2MAssets managed
854Clients
2Advisers
10 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
- 6596088
- Firm CRD
- 281952