Patrick Joseph Mcdermott

Employer firm

Vanguard Personalized Indexing Management CRD 285366

$11.4B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• CONSULTING SERVICES, SUBADVISORY SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2014 → 10/2021
  M Holdings Securities, Inc.
  Plymouth Meeting, PA
• 01/2014 → 10/2021
  Legacy Advisors, Llc
  Plymouth Meeting, PA
• 02/2025 → Present
  The Vanguard Group, Inc.
  Malvern, PA
• 11/2021 → 06/2022
  Unemployed
  Newtown Square, PA
• 07/2022 → 08/2024
  Amplify Advisory
  Newtown Square, PA
• 09/2024 → 01/2025
  Unemployed
  Newtown Square, PA

Previous Registrations

• 2014-05-08 → 2023-12-20
  Legacy Advisors, Llc
  Plymouth Meeting, PA
• 2013-08-12 → 2014-02-03
  Vanguard Advisers, Inc.
  Malvern, PA

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-02-18

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Patrick Joseph Mcdermott
• Patrick J Mcdermott
• Patrick Mcdermott