Daniel John Mcdermott

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/1986 → Present
  D.J. Mcdermott Insurance Agency
  Placentia, CA
• 07/2008 → 01/2025
  Lincoln Financial Securities Corporation
  Placentia, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Placentia, CA

Previous Registrations

• 2014-09-15 → 2025-01-24
  Osaic Fs, Inc.
  Irvine, CA
  Placentia, CA
  Irvine, CA
• 1997-12-31 → 2003-06-05
  New England Securities
  Irvine, CA

Other Businesses

1)INDEPENDENT INSURANCE AGENT/DBA - DJ MCDERMOTT INSURANCE AGENCY 2031 SANTA ANITA AVE PLACENTIA, CA 92870. INSURANCE. INVESTMENT-RELATED. OWNER. OFFERS ACCIDENT & HEALTH, DISABILITY, P&C, FIXED AND TRADITIONAL INSURANCE. START DATE: 8/09. 80 HOURS PER MONTH. 0 DURING TRADING HOURS. 2) WORLD OF WEIGHTLIFTING 3960 E. MIRALOMA AVE ANAHEIM CA 92806 CATEGORY: RETAIL, SERVICE INDUSTRY INVESTMENT RELATED: NO TITLE: OWNER DUTIES: SELL PRODUCTS, HOST COMPETITIONS, WEIGHTLIFTING-RELATED SEMINARS, COACH WEIGHTLIFTING START DATE: 02/2008 HOURS PER MONTH: 15 HOURS PER MONTH DURING TRADING HOURS: 0 3) FISCALLY FIT WEALTH STRATEGIES 2031 SANTA ANITA AVE PLACENTIA CA 92870 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: SOLE PROPRIETOR DUTIES: OFFERS ACCIDENT INSURANCE, HEALTH INSURANCE, COMMISSION-BASED GROUP BENEFITS, DISABILITY INSURANCE, FIXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, INDEXED ANNUITIES, LONG-TERM CARE INSURANCE, PROPERTY & CASUALTY INSURANCE, TRADITIONAL LIFE INSURANCE START DATE: 08/2016 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 20 4) WORLD OF WEIGHTLIFTING POSITION: Other-- owner NATURE: #1, (for profit)sales of weightlifting equipment INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 02/20/2008 ADDRESS: 2031 Santa Anita Ave, Placentia CA 92870, United States DESCRIPTION: #1 Sell products, host competitions, do seminars, coach weightlifting

Exams

• S66 Uniform Combined State Law Examination
  2014-09-12
• S63 Uniform Securities Agent State Law Examination
  1997-12-18

Other Names

• Daniel J Mcdermott