Timothy Michael Halberg
Investment adviser representative at Mdt Advisers, A Division of Federated Mdta LLC
12 yearsExperience
2 statesRegistered in
$25.9BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Mdt Advisers, A Division of Federated Mdta LLCMay 2023 to now
- Federated Global Investment Management Corp.May 2023 to now
- Federated Hermes, Inc.May 2023 to now
- Federated Investment CounselingMay 2023 to now
- Federated Securities Corp.May 2023 to now
- Voya Investment Distributor, LLCApr 2022 to Apr 2023
- Voya Investment Management Co. LLCApr 2022 to Apr 2023
- Fidelity InvestmentsDec 2020 to Jan 2022
- Legg Mason & CoJul 2014 to Oct 2020
- Legg Mason Investor Services LLCJul 2014 to Oct 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (IL, MA).
Mdt Advisers, A Division of Federated Mdta LLC
Legal name: Federated Mdta LLC
$25.9BAssets managed
2,360Clients
210Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5318030
- Firm CRD
- 109355