This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

VANGUARD PERSONALIZED INDEXING MANAGEMENT

Current firm class

asset managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Feb 18, 1999earliest registration or exam on IAPD

Years in industry

27derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Designations

Certified Financial Planner|Chartered Financial Analyst

Exams

S63

First exam

Feb 18, 1999

First registration

Aug 12, 2013

Dual registered

no

Other names

PATRICK JOSEPH MCDERMOTT|PATRICK J MCDERMOTT|PATRICK MCDERMOTT

IAPD individual key

3180378

• Occurred

  Dec 20, 2023
  Advisor changed firm

  Patrick Joseph Mcdermott left Legacy Advisors, Llc for Vanguard Personalized Indexing Management (registered 2025-04-07)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a0aaec2c-8ca1-3c03-86d3-3e326cb5e38d

First observed

Aug 12, 2013

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.