Daniel Michael Mcdermott

Employer firm

Mercer Global Advisors Inc. CRD 147363

$84.4B regulatory AUM 87 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 03/2005 → 11/2018
  Cambridge Investment Research, Inc
  Fairfield, IA
• 12/2005 → 12/2018
  Mcdermott Advisory Group, Llc
  Wilmington, DE
• 12/2018 → 06/2021
  Mercer Global Advisors Inc.
  Wilmington, DE
• 06/2021 → Present
  Mercer Global Advisors Inc.
  Nokomis, FL

Previous Registrations

• 2006-01-20 → 2019-03-17
  Mcdermott Advisory Group, Llc
  Wilmington, DE
• 2003-08-01 → 2005-04-05
  Walnut Street Securities, Inc.
  Wilmington, DE
• 1999-05-10 → 2003-08-01
  Nathan & Lewis Securities, Inc.
  Wilmington, DE

Other Businesses

1.) Notary Public of Delaware; Non-investment-related; 6281 Winding Pine Drive, Nokomis, FL 34275; Notary Public; 09/01/2000; Devotes 1 hour per month, 1 hour during trading. Duties include: Act as an impartial witness to the signing of documents, ensuring that the signers are who they say they are and that they are signing willingly.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-04-16
• S63 Uniform Securities Agent State Law Examination
  1987-11-10

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Daniel Mcdermott
• Dan Mcdermott
• Danny Mcdermott
• Mac Mcdermott