Kyle Mcdermott is a CFP-designated registered investment advisor, based in Penfield, NY, with 14 years of industry experience.
Location
481 Penbrooke Dr., Ste. 4B, Penfield, NY, 14526
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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 Registrations12 states
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