Michael Daniel Klim
Investment adviser representative at Mdt Advisers, A Division of Federated Mdta LLC
10 yearsExperience
3 statesRegistered in
$25.9BFirm assets
28 yearsFirm in business
Are you Michael Daniel Klim? Claim your profile
Contact this firm
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
10 years in the industry.
- Federated International Securities Corp.Apr 2019 to now
- Mdt Advisers, A Division of Federated Mdta LLCJan 2018 to now
- Federated Global Investment Management Corp.Jan 2018 to now
- Federated Hermes, Inc.Jan 2018 to now
- Federated Investment CounselingJan 2018 to now
- Federated Securities Corp.Jan 2018 to now
- AXA Advisors, LLCOct 2016 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 3 states (IL, 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
- 6692020
- Firm CRD
- 109355