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Aaron Mcdermott

6 Years of Experience
BrokerSells Insurance

Aaron Mcdermott is a registered investment advisor at Cetera Investment Advisers LLC, based in Bellevue, WA, with 6 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

500 108th Ave NE Ste 765, Bellevue, WA, 98004

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Aaron is an independent insurance agent selling fixed insurance products since 2019, dedicating full-time hours to this activity. He is also an IAR with Weststar Prosperity Partners since 2021, owner of Aaron McDermott LLC since 2023, and a financial professional with Plannetics Financial since 2024, all for financial services, each taking about a quarter of his time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 10 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 10 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
October 2019 - June 2021 · 1 yr 8 mos
Voya Financial Advisors, INC.Broker
September 2019 - June 2021 · 1 yr 9 mos
State Registrations16 states
AZCADEFLGAHIIDMAMIMNMTNCNJPATXWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.