Patrick Joseph McDermott
Investment Adviser Representative at Vanguard Personalized Indexing Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Patrick Joseph Mcdermott is an investment adviser representative with Vanguard Personalized Indexing Management in Oakland, CA, where they have been registered since 2025. They have worked in the securities industry since 2000 and have been registered with 3 firms, including Legacy Advisors, LLC and Vanguard Advisers Inc. They have passed 4 industry qualification exams, including the Series 7 (general securities representative), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in California, Pennsylvania, and Texas.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Pennsylvania, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- M Holdings Securities, Inc.Jan 2014 – Oct 2021Plymouth Meeting, PA
- Legacy Advisors, LLCJan 2014 – Oct 2021Plymouth Meeting, PA
- THE Vanguard Group, Inc.Feb 2025 – no end date reportedMalvern, PA
- UnemployedNov 2021 – Jun 2022Newtown Square, PA
- Amplify AdvisoryJul 2022 – Aug 2024Newtown Square, PA
- UnemployedSep 2024 – Jan 2025Newtown Square, PA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Vanguard Personalized Indexing Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 6
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Oakland, CA
- SEC file number:
- 801-114487
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 24, 2026
View full firm profileOther advisors at Vanguard Personalized Indexing Management
5 other advisors in the directory
Similar advisors in Oakland, CA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Patrick Joseph McDermott has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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