Merrill
47yrs
Top 1% by experience in Naples
3yrs
David McDermott
Financial advisor at McDermott Investment Advisors
David McDermott is a fiduciary financial advisor in Naples, Florida, with 3 years in the industry. David joined McDermott Investment Advisors in 2023, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets, hourly fees, and commissions.
One of 1061 advisors with offices in Naples, and one of 973 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office780 Fifth Avenue South Suite 200, Naples, FL 34102
How the firm is paid ?Percent of assets, Hourly, Commissions, Other
Typical client at the firm ?$328,945
Advisors at the firm8
States licensed ?1 state
Services through McDermott Investment Advisors
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2023 – nowMcDermott Investment Advisors, LLCCurrent firm
Contact David
(610) 882-1460McDermott Investment Advisors main office 780 Fifth Avenue South Suite 200Naples, FL 34102Office · Get directions Firm websitewww.mcdermottadvisors.com
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Questions to ask David
Tailored to David’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call McDermott Investment Advisors at (610) 882-1460 and ask for David McDermott. David works from the Naples, FL office.
How long has David been a financial advisor?
David has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does David hold?
Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
McDermott Investment Advisors reports being paid by a percentage of the assets they manage, hourly fees, commissions on some products, other fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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