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Matthew Mcdermott

30 Years of Experience
Greenville, DE
Broker

Matthew Mcdermott is a registered investment advisor at Raymond James & Associates, INC., based in Greenville, DE, with 30 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

20 Montchanin Road, Suite 280, Greenville, DE, 19807

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.
September 1998 - Present · 27 yrs 8 mos
Raymond James & Associates, INC.Broker
August 1997 - Present · 28 yrs 9 mos
Previous Registrations
Ids Life Insurance CompanyBroker
June 1992 - July 1992 · 1 mo
American Express Financial Advisors INC.Broker
June 1992 - July 1992 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1990 - June 1992 · 2 yrs 3 mos
State Registrations21 states
ARCACOCTDEFLGAILKSMDMNNCNJNYPASCTXUTVAVTWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Matthew Mcdermott - Financial Advisor | TrueAdvisor