John Duane (CRD# 4903769) is an Investment Advisor Representative working at Mdt Advisers, A Division Of Federated Mdta LLC in Boston, MA and has over 15 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Federated Hermes, Inc. | Pittsburgh, PA | Jul 2006 - Current | 17 |
| Mdt Advisers, A Division Of Federated Mdta LLC | Boston, MA | Jul 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2008 |
- MA
-
Total Assets Under Management6,672MILLIONS
-
Total Number of Accounts954ACCOUNTS
-
Average Account Value$6,993,838
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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