Glen Michael Mcdermott

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2026-05-05

Branch Locations

1600 Jfk Blvd Investment Solutions Group, Philadelphia, PA 19103 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Invesco Hong Kong Limited	Hong Kong		08/2015	09/2016
Moody's Analytics	New York	NY	11/2017	11/2018
Ubs Financial Services, Inc.	Weehawken	NJ	05/2020	09/2023
Unemployed	New York	NY	12/2018	02/2020
Kl Discovery	New York	NY	03/2020	05/2020
Unemployed	Hong Kong		10/2016	07/2017
Unemployed	New York	NY	07/2017	11/2017
Ubs Financial Services, Inc.	New York	NY	10/2023	03/2026
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	04/2026	Present

08/2015 → 09/2016

Invesco Hong Kong Limited

Hong Kong
11/2017 → 11/2018

Moody's Analytics

New York, NY
05/2020 → 09/2023

Ubs Financial Services, Inc.

Weehawken, NJ
12/2018 → 02/2020

Unemployed

New York, NY
03/2020 → 05/2020

Kl Discovery

New York, NY
10/2016 → 07/2017

Unemployed

Hong Kong
07/2017 → 11/2017

Unemployed

New York, NY
10/2023 → 03/2026

Ubs Financial Services, Inc.

New York, NY
04/2026 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-06-30
S63	Uniform Securities Agent State Law Examination	2002-01-08

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