Tara Colleen Mcdermott

Current Employers

Employment History

• 09/1996 → Present
  Ryan Wealth Advisors
  Andover, MA
• 09/1996 → 01/2020
  Ryan Financial, Inc.
  Andover, MA
• 01/2020 → Present
  Commonwealth Financial Network
  Waltham, MA
• 07/2026 → Present
  Bartholomew & Company Wealth Management, Llc
  Worcester, MA

Previous Registrations

• 2015-12-16 → 2020-01-13
  Ryan Financial Advisors Inc
  Andover, MA

Other Businesses

1. Ryan Wealth Advisors. Investment-related. Andover, MA. The nature of the other business is selling fixed insurance products. Ms. McDermott is a Licensed Insurance Agent beginning in November 2019. Less than 8 hours per month and 1-2 hours per week during securities trading hours. The duties of this position are to solicit, market, and sell fixed insurance products including life insurance and fixed annuities; provide insurance-related consultations to clients. 2.Ryan-McDermott Wealth Management LLC. Investment related. Andover, MA. A private entity established to facilitate securities, advisory, and insurance business. Ms. McDermott is a Managing Member since January 2020. Less than 8 hours per month and 1-2 hours a week during securities trading hours. The duties of this position include facilitating securities, advisory, and insurance business.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-07-20
• S63 Uniform Securities Agent State Law Examination
  1998-02-09

Other Names

• Tara Colleen Ryan