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MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC

125 High Street
Oliver Street Tower, 21st Floor
Boston, Massachusetts 02110
Tel: 617-235-7100

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About MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC

MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC, formally registered with the SEC as MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC. The firm was established in 11/13/1997. They have over 1 offices throughout the country.

MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC is a Boston, Massachusetts based Financial Planning firm with nearly $6,672,121,507 assets under management, offering retirement planning & investment advisory services to 954 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#109355
SEC#801-55094
Assets Managed by Firm$6,672,121,507
No. of Clients954
No. of Advisors17

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Education seminars/workshops
  • Other (ADVISER ALSO PROVIDES MODEL PORTFOLIOS AND ASSET ALLOCATION RECOMMENDATIONS AND PERIODIC UPDATES TO THEM.)

Firm Client Information

No. of ClientsAUM
Firm Total954$6,672,121,507
Individuals (other than high net worth individuals)750$207,706,773
High net worth individuals118$179,089,325
Pension and profit sharing plans44$336,068,989
Charitable organizations12$11,546,116
Corporations or other businesses21$21,941,468

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