Caitlyn Marie Dalessandro
Investment adviser representative at Mdt Advisers, A Division of Federated Mdta LLC
16 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
16 years in the industry.
- Mdt Advisers, A Division of Federated Mdta LLCMar 2025 to now
- Federated Global Investment Management CorpMar 2025 to now
- Federated Investment CounselingMar 2025 to now
- Federated Hermes, Inc.Dec 2024 to now
- Federated Securities Corp.Dec 2024 to now
- UnemployedAug 2023 to Dec 2024
- Foreside Fund Services, LLCNov 2021 to Aug 2023
- Richard Bernstein Advisors LLCSep 2021 to Aug 2023
- Mbsc Securities CorporationAug 2010 to Sep 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 5750321
- Firm CRD
- 109355