Thomas Mcdermott is a CFP-designated registered investment advisor, based in Wall, NJ, with 6 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold.
Location
3349 Route 138 Building A, Suite D, Wall, NJ, 07719
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas works as an assistant at Zonin Wealth Management, dedicating full-time hours to paperwork and client communication. He also works as a bookkeeper for MP McDermott & Associates, spending about 10-20% of his time on bookkeeping and simple tax returns.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations16 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
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