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Andrew Mcdermitt

Creativeone Securities, LLC
13 Years of Experience
Mint Hill, NC
1 DisclosureBrokerSells Insurance
View SEC Summary
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Andrew Mcdermitt is a registered investment advisor at Creativeone Securities, LLC, based in Mint Hill, NC, with 13 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 12,485 clients with $2.5B in assets under management.

Creativeone Securities, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
152 advisors
Number of Clients
12,485 clients
Average Client Portfolio
$204K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees vary by program. CreativeOne Wealth Platform charges 0.55% to 2.5% annually. Client Choice charges up to 2.0% annually. Third-party manager programs range from 0.50% to 2.5% total, with CreativeOne Securities receiving 0.50% to 1.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7319 Matthews Mint Hill Road, Suite C and Suite D, Mint Hill, NC, 28227

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
October 2005
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Andrew is the Director of Business Development - Annuities at Creative One, an independent marketing organization, dedicating nearly full-time hours to wholesaling annuities. He also owns personal investment real estate properties, requiring minimal time, and is the Owner/Founder of Carolina Portfolio and Income Architects, spending a few hours per week on financial planning, securities, and variable and fixed product sales.

Employment History
Current Registrations
Creativeone Securities, LLC
February 2022 - Present · 4 yrs 8 mos
Creativeone Securities, LLCBroker
February 2021 - Present · 5 yrs 8 mos
Previous Registrations
Brighthouse Securities, LLCBroker
March 2017 - January 2021 · 3 yrs 10 mos
Metlife Investors Distribution CompanyBroker
September 2013 - March 2017 · 3 yrs 6 mos
MML Investors Services, LLCBroker
April 2013 - September 2013 · 5 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
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.
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