Kyle Mcdermott
Kyle Mcdermott is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Penfield, NY, with 14 years of industry experience. Kyle is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
481 Penbrooke Dr., Ste. 4B, Penfield, NY, 14526
Get directionsHistory
Regulatory History
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 ActivitiesSells Insurance
Kyle is an agent for Jurs Montgomery selling fixed insurance products, dedicating a few hours per week. He is also an agent for KAFL selling Medicare, spending minimal time on this. Finally, Kyle is an advisory representative of a RIA, spending nearly full-time on this.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations14 states
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
More Advisors
- Emilio Monti, CFPCambridge Investment Research Advisors, INC.
- Thomas Stedman, CFPManning & Napier Advisors, LLC
- Margaret Whelehan, CFPCetera Investment Advisers LLC
- John Reigelman, CFPCetera Investment Advisers LLC
- William O'donnell, CFPOsaic Wealth, INC.
- Kyle Preston, CFPLPL Financial LLC