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Bridget McDermott

Carolinas Wealth Consulting LLC

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About Bridget McDermott

Bridget McDermott is a financial advisor with Carolinas Wealth Consulting LLC. Bridget has been working in the financial industry since 2011, and has been registered with the state of North Carolina since 2017. Bridget is a Certified Financial Planner and holds the Series 66, Series 7 and SIE licenses. Bridget specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Bridget provides investment advice to individuals, high net worth individuals, corporations, and charitable organizations.

Firm Information

Bridget McDermott is currently registered with Carolinas Wealth Consulting LLC. Carolinas Wealth Consulting LLC is a registered investment advisor headquartered in Charlotte, NC, with over $1.3 billion in assets under management. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. They serve a variety of client types, including high-net-worth individuals, corporations, and pension plans. They also offer a wrap fee program.
Carolinas Wealth Consulting LLC

5605 CARNEGIE BLVD. SUITE 400

CHARLOTTE, NC 28209

$1.34B

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bridget McDermott’s Registration & Firm History

NC

05/11/2019 - Present

Carolinas Wealth Consulting LLC (CHARLOTTE NC)

NC

12/02/2015 - 10/24/2016

CETERA ADVISOR NETWORKS LLC (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 04/06/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/02/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bridget McDermott.
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