Everbridge Advisors

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Client assets under management

Clients

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

—

About

Everbridge Advisors is a recently formed registered investment adviser that provides discretionary portfolio management and institutional consulting, documenting client goals and constraints in an Investment Policy Statement. The firm charges asset‑based advisory fees and identifies institutional clients and high‑net‑worth individuals among its intended client types, though it reported no assets under management as of December 2025.

The adviser combines fundamental, technical, and cyclical analysis and employs active trading strategies, including short‑term trading, short sales, margin transactions, and options writing, all of which it highlights as carrying elevated risks. It typically seeks discretionary authority to implement portfolios that align with each client’s documented risk tolerance and time horizon.

Notably, the firm’s principals operate an affiliated capital‑funding business that provides funding solutions to firms seeking acquisitions or growth, an ancillary activity that extends beyond traditional pooled‑vehicle management and is uncommon among peers. The brochure also discloses that the adviser does not participate in wrap fee programs, uses institutional custodial platforms with direct fee deduction and quarterly custodian reporting, and states it does not accept outside compensation for sales of securities or other investment products.

Client services

Portfolio management

Expertise

Options & derivatives strategies Active portfolio management

Fee options

Percentage

$80,000 - $100,000: 1.95% $100,001 - $250,000: 1.50% $250,001 - $500,000: 1.20% $500,001+: 1.00%

Other

Account minimum: $80,000

Main office location

Everbridge Advisors

465 York Court

Rockville Centre NY 11570, United States

Number of offices

Most active in

Idaho · New York

Disclosures

Business activities & affiliations

Is active or affiliated with:

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

516-343-0772

Advisors at this firm

Russell D

Series 63, Series 65

Melba, ID

Everbridge Advisors

Russell Dygert is a financial advisor with Everbridge Advisors, holding Series 63 and Series 65 licenses and beginning his advisory career in 2025. He has prior experience with multiple related entities, including Everbridge Capital and DM Capital Group. Outside of his advisory role, he manages Intermountain Express, a third-party logistics provider. Everbridge Advisors is a registered investment adviser serving institutional clients and high-net-worth individuals through discretionary portfolio management and consulting. The firm employs active trading strategies and operates an affiliated capital-funding business that provides funding solutions for acquisitions and growth.

Options & derivatives strategies Active portfolio management

Ryan M

Series 63, Series 65

Rockville Centre, NY

Everbridge Advisors

Ryan Mcdermott is an advisor at Everbridge Advisors with Series 63 and Series 65 licenses. He has experience at Oxford Place Investment Company and Finalis Securities LLC, and is the founder of Everbridge Merchant, a capital advisory business focused on sourcing managers and issuers and placing investors in private middle market opportunities. Everbridge Advisors is a registered investment adviser serving institutional clients and high-net-worth individuals, offering discretionary portfolio management and consulting. The firm employs a combination of fundamental, technical, and cyclical analysis with active trading strategies, and also operates an affiliated capital-funding business that provides funding solutions for acquisitions and growth.

Options & derivatives strategies Active portfolio management

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