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Kathleen Kovacs Mcdermott

Mcdermott Investment Advisors, LLC

Bethlehem, PA

Naples, FL

CRD 4928511

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Employer firm

Mcdermott Investment Advisors, LLC CRD 132221

$203M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Mcdermott Investment Advisors, Llc

780 Fifth Avenue South Suite 200, Naples, FL 34102 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2010-04-09
  • FL RA
    APPROVED
    Since 2010-04-09

Branch Locations

44 East Broad Street Suite 218, Bethlehem, PA 18018 • United States

780 Fifth Avenue South Suite 200, Naples, FL 34102 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mcdermott Investment Advisors, Llc Bethlehem PA 03/2005 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-03-29
  • S65 Uniform Investment Adviser Law Examination
    2005-03-29
Other Names
  • Kathleen Ann Kovacs
  • Kathleen Ann Kunik

View on SEC IAPD

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ANDREW FRANCIS AIGNER
JOHN PHILIP CITO
CHARLES JOSEPH MCKELVEY

Nearby Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Bethlehem, PA
LINCOLN INVESTMENT · BETHLEHEM, PA
J. W. COLE ADVISORS, INC. · Bethlehem, PA

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