Patrick Ryan Mcdermott

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 12/2015 → 03/2021
  Wells Fargo Advisors, Llc
  Trinity, FL
• 03/2021 → Present
  Raymond James Financial Services, Inc.
  Trinity, FL
• 03/2021 → Present
  Raymond James Financial Services Advisors, Inc.
  Trinity, FL

Previous Registrations

• 2016-03-31 → 2021-03-17
  Wells Fargo Clearing Services, Llc
  Land O'LAkes, FL

Other Businesses

(1)Name of Business: May Wealth Advisors Address: 8143 State Road 54 Ste 106, Trinity, FL, 34655-3000, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/10/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  2016-03-30

Other Names

• Patrick Mcdermott