Mdt Advisers, A Division Of Federated Mdta LLC

Mdt Advisers, A Division Of Federated Mdta LLC (CRD# 109355) is a financial advisory firm headquartered in Boston, MA. They manage $4,329,699,645 in 3,117 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,330
    MILLION
  • Total Number of Accounts
    3,117
    ACCOUNTS
  • Average Account Value
    $1,389,060
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Mdt Advisers, A Division Of Federated Mdta LLC
Showing 1 - 2 of 2 top financial advisors.
1
John C. Duane
CRD#: 4903769
125 High Street, Oliver Street Tower, 21st Floor, Boston, MA 02110
93
Wealthminder
score

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 9 years of experience in the finance industry.

2
Edward S. Foss
CRD#: 4630830
Oliver Street Tower, 125 High Street, 21st Fl, Boston, MA 02110
93
Wealthminder
score

Edward Foss (CRD# 4630830) is an Investment Advisor Representative working at Mdt Advisers, A Division Of Federated Mdta LLC in Boston, MA and has over 14 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.