Social EngineeringFinancial ServicesFinancePhishingStolen CredentialsCustomer Data InvolvedEmployee Data InvolvedIdentity (basic)Government IDFinancial accountFinancial credentialsMediumContained

McDermott Investment Advisors, LLC

bd_3fed87df97a3bd89 · schema v1 · pii pii-v1

Severity

Medium

Discovered

Mar 2, 2022

Filed

Sep 9, 2022

To disclose

27 weeks

Affected

4state residents only

Confidence

64%

Full breach record for McDermott Investment Advisors, LLC →

McDermott Investment Advisors, LLC experienced a security incident on March 2, 2022, where unknown actors gained unauthorized access to an employee email account via phishing. The actors sent unauthorized emails and accessed customer/employee data including SSNs, financial account numbers, and DOBs. McDermott terminated access, engaged forensic investigators, notified law enforcement, and offered 24 months of Experian IdentityWorks.

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Incident timeline

discovery → filing · 27 weeks / 191 days

Mar 2, 2022

Begins

Mar 2, 2022

Discovered

Sep 9, 2022

Filed

vs. sector median

+18 wks slower

Tracked as a single-filing incident — the only disclosure on record for this event so far.Confirmed4 affectedView incident

Name: McDermott Investment Advisors, LLC
norm: mcdermott investment advisors

Name: McDermott Investment Advisors, LLC
norm: mcdermott investment advisors
Industry: Financial Servicesllm

Discovered: Mar 2, 2022
Breach occurred: Mar 2, 2022
Undetected for: 0 daysoccurrence → discovery
Materiality determined: —
Notification sent: Sep 9, 2022
Affected individuals: 4state-resident count only
Data types: Identity (basic)Government IDFinancial accountFinancial credentials
Data elements: Social Security numberDate of birth
Attack vector: Phishing
MITRE ATT&CK: T1566.002 Spearphishing LinkT1078 Valid AccountsT1114 Email Collection
Threat actor: ExternalFinancial
Initial access: phishing_link

During the incident: Engaged a cybersecurity service provider to help with the investigation and remediation of the incident
Notified law enforcement about the incident
Offering a complimentary 24-month membership of Experian’s® IdentityWorksSM
Changes made: Terminated all access to the Email Account
Source: Quoted from the filing itself, not independently verified.

Time to disclose: 27 weeks(191 days from discovery to filing)
Compliance flags: — (clock not assessable for this source)

Status: No extraction artifact recorded for this disclosure.

Evidence ladder

Leak-site claim

Attacker assertion only. Establishes: claim date, group, alleged victim.

Press / market report

Unlocks: incident narrative, operational impact. Still no compliance clock.

State AG / regulator filingThis record

Unlocks: discovery date, data types, affected count, compliance clock.

SEC 8-K / victim statement

Unlocks: materiality, stated response, full audit trail. Ceiling removed.

Source URL: https://dojmt.gov/wp-content/uploads/OCP/Consumer-Notification-Letter-558.pdf
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Sep 9, 2022
Raw hash: fa4af450e450192fe5ac35d0e43b6ca24cc208a39c913894bff8cc9d3aa25208

Reporting entityMcDermott Investment Advisors, LLC

Victim entityMcDermott Investment Advisors, LLC

Incidentdiscovered Mar 2, 2022

Stated responseEngaged a cybersecurity service provider to help with the investigation and remediation of the incident

Complianceclock not assessable

Extraction provenanceno artifact recorded

Source provenancedojmt.gov