David Anthony Perez
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 LLCApr 2022 to now
- Federated Global Investment Management Corp.Apr 2022 to now
- Federated Hermes, Inc.Apr 2022 to now
- Federated Investment CounselingApr 2022 to now
- Federated Securities Corp.Apr 2022 to now
- Tcw Fund Distributors LLC ("tfd")Oct 2017 to now
- Tcw Group LLC ("tcw")Oct 2017 to now
- Bank of America, N.A.Sep 2015 to Sep 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2014 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (MA, 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
- 6405658
- Firm CRD
- 109355