SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
MDT Advisers, A Division of Federated MDTA LLC
Boston, MA
Federated Mdta LLC, CRD 109355
Firm filing updated September 8, 2026 ·
- $25.9BAssets
- 2,360Clients
- 19Advisory staff
- 2,360Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Performance-based feesYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- Individuals1,955
- High net worth individuals253
- Pension and profit sharing plans65
- Corporations or other businesses49
- Investment companies19
- and 2 more19
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 1,955 | $504.9 million |
| High net worth individuals | 253 | $486.4 million |
| Investment companies | 19 | $23.4 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $1.2 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 65 | $356.3 million |
| Charitable organizations | 16 | $10.0 million |
| Corporations or other businesses not listed above | 49 | $45.9 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 6 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
- Other: "ADVISER ALSO PROVIDES MODEL PORTFOLIOS AND ASSET ALLOCATION RECOMMENDATIONS AND PERIODIC UPDATES TO THEM."
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment 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: "ADVISER ALSO PROVIDES MODEL PORTFOLIOS AND ASSET ALLOCATION RECOMMENDATIONS AND PERIODIC UPDATES TO THEM."
Assets and accounts
- Regulatory assets$25.9 billion
- Accounts2,360
- DiscretionaryAll accounts
People
- Employees21
- Advisory staff19
- Broker-dealer reps1
- Licensed insurance agents0
Advisors
131 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Federated Mdta LLC SEC-registered investment advisor. CRD 109355, SEC file 801-55094.
- Registered with the SEC as an investment advisor (status date on record: November 13, 1997).
Is MDT Advisers, A Division of Federated Mdta LLC a fiduciary?
Short answer: MDT Advisers, A Division of Federated Mdta LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 1 staff member is a broker-dealer representative and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.