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MCDERMOTT INVESTMENT ADVISORS, LLC

NAPLES, FL · CRD 132221 · IAPD ↗ · mcdermottadvisors.com · (610) 882-1460

$203.3MRegulatory AUM
10Advisory reps
10Employees
0Clients
0Planning clients
0Private funds
13States
5Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — MCDERMOTT INVESTMENT ADVISORS, LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2026 — MCDERMOTT INVESTMENT ADVISORS, LLC added office(s): 5 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
December 2025 — MCDERMOTT INVESTMENT ADVISORS, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
April 2025 — MCDERMOTT INVESTMENT ADVISORS, LLC shrank from 13 to 10 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.