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MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC
FEDERATED MDTA LLC
CRD 109355 · SEC 801-55094
125 HIGH STREET, OLIVER STREET TOWER, 21ST FLOOR, BOSTON, MA, 02110, United States
Phone
617-235-7100
Fax
412-288-3939
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$25.95B
Discretionary AUM
$25.95B
Team
21 total employees; 19 advisory reps; 7 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-21
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Educational seminarsADVISER ALSO PROVIDES MODEL PORTFOLIOS AND ASSET ALLOCATION RECOMMENDATIONS AND PERIODIC UPDATES TO THEM.
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1955 | $504.9M |
| High net worth individuals | 253 | $486.4M |
| Investment companies | 19 | $23.36B |
| Pooled investment vehicles | 3 | $1.18B |
| Pension/profit sharing plans | 65 | $356.3M |
| Charitable organizations | 16 | $10.0M |
| Corporations/business entities | 49 | $45.9M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD