Thaddeus H. Roberts
Investment adviser representative at Mdt Advisers, A Division of Federated Mdta LLC
17 yearsExperience
5 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
17 years in the industry.
- Mdt Advisers, A Division of Federated Mdta LLCSep 2026 to now
- Federated Global Investment Management CorpSep 2026 to now
- Federated Investment CounselingSep 2026 to now
- Federated HermesJul 2026 to now
- Federated Securities Corp.Jul 2026 to now
- State Street Global Advisors Funds Distributors, LLCJul 2019 to now
- State Street Global Advisors Trust CompanyJul 2019 to now
- MFS Fund Distributors, Inc.Jul 2009 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 5 states (IL, MA, NY, PR, TX).
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
- 5522928
- Firm CRD
- 109355