CM
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Christopher Mcdermott

17 Years of Experience
Palm Beach Gardens, FL
Broker

Christopher Mcdermott is a registered investment advisor at Wells Fargo Advisors, based in Palm Beach Gardens, FL, with 17 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

3825 Pga Boulevard, Ste 601, Palm Beach Gardens, FL, 33410

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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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Other Business Activities

Christopher is the trustee of the Finet Practice Solo 401k, an investment-related activity, since 2017.

Employment History
Current Registrations
Wells Fargo Advisors
February 2016 - Present · 10 yrs 3 mos
Wells Fargo Advisors Financial Network, LLCBroker
November 2015 - Present · 10 yrs 6 mos
Previous Registrations
Mbsc Securities CorporationBroker
October 2014 - October 2014 · 0 mos
Alliancebernstein L.P.
November 2012 - July 2013 · 8 mos
Sanford C. Bernstein & CO., LLCBroker
September 2012 - July 2013 · 10 mos
Lehman Brothers INC.Broker
October 2004 - February 2008 · 3 yrs 4 mos
TD Securities (USA) INC.Broker
March 2001 - July 2003 · 2 yrs 4 mos
Salomon Smith Barney INC.Broker
November 2000 - February 2001 · 3 mos
State Registrations6 states
CTDEFLNCNJNY
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.
Christopher Mcdermott - Financial Advisor | TrueAdvisor