MM
MM

Martin Mcdermott

14 Years of Experience
Boca Raton, FL
Broker

Martin Mcdermott is a registered investment advisor at Morgan Stanley, based in Boca Raton, FL, with 14 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
Loading...

Location

595 South Federal Highway, Suite 400, Boca Raton, FL, 33432

Get directions

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.

Learn about disclosures →
Other Business Activities

Martin serves on the advisory board for St. Mark's Episcopal School and is a committee member for the Palm Beach Atlantic Heritage Committee, dedicating minimal time to each. Martin is also the sole proprietor/owner of CamDex LLC, but spends no time on it.

Employment History
Current Registrations
Morgan Stanley
December 2024 - Present · 1 yr 7 mos
Morgan StanleyBroker
December 2024 - Present · 1 yr 7 mos
Previous Registrations
Conscientia Family Office, LLC
August 2020 - December 2024 · 4 yrs 4 mos
Brickell Global Advisory, INC.
January 2013 - May 2020 · 7 yrs 4 mos
Brickell Global Markets, INC.Broker
November 2012 - June 2020 · 7 yrs 7 mos
Stanchart Securities International, INC.Broker
July 2010 - May 2012 · 1 yr 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.