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Connor Mcdermott

Osaic Wealth, Inc.

Hunt Valley, MD

Wilmington, DE

CRD 7515563

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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:

Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2025-02-25
MD RA APPROVED 2025-02-25
  • DE RA
    APPROVED
    Since 2025-02-25
  • MD RA
    APPROVED
    Since 2025-02-25

Branch Locations

307 International Circle Suite 390, Hunt Valley, MD 21030 • United States

2036 Foulk Road Suite 104, Wilmington, DE 19810 • 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
Lincoln Financial Advisors Corporation Wilmington DE 03/2022 01/2025
Marketwise Baltimore MD 07/2018 03/2022
Towson University Towson MD 01/2014 07/2018
Osaic Wealth, Inc. Wilmington DE 01/2025 Present
  • 03/2022 → 01/2025
    Lincoln Financial Advisors Corporation
    Wilmington, DE
  • 07/2018 → 03/2022
    Marketwise
    Baltimore, MD
  • 01/2014 → 07/2018
    Towson University
    Towson, MD
  • 01/2025 → Present
    Osaic Wealth, Inc.
    Wilmington, DE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-15
  • S66 Uniform Combined State Law Examination
    2025-02-15
Other Names
  • Connor Stephen Mcdermott

View on SEC IAPD

Nearby Firms

BAY HARBOR WEALTH MANAGEMENT, LLC
ABS CAPITAL PARTNERS, INC.
GROFF WEALTH MANAGEMENT

Nearby Investors

Andrew Benjamin Anthony
LANCE REID SCOTT
JOHN FRANCIS MORAN

Nearby Offices

BAY HARBOR WEALTH MANAGEMENT, LLC · HUNT VALLEY, MD
ABS CAPITAL PARTNERS, INC. · HUNT VALLEY, MD
GROFF WEALTH MANAGEMENT · HUNT VALLEY, MD

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