Adam Michael Mcdermont
Investment adviser representative at Raymond James & Associates, Inc.
10 yearsExperience
2 statesRegistered in
$501BFirm assets
51 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 assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Raymond James & Associates, Inc.Jun 2026 to now
- Ae Wealth Management, LLCSep 2023 to Jun 2026
- Family Wealth StrategiesSep 2023 to Jun 2026
- Raymond James and Associates, IncJan 2022 to Sep 2023
- Rabbit Hole DistilleryNov 2019 to Dec 2021
- Barton's 1792 DistillertSep 2018 to Nov 2019
- Ford Motor Company, Louisville Assembly PlantMar 2016 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 2 states (KY, TX).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 7495335
- Firm CRD
- 705