Colby Reese Anthony
Investment adviser representative at Mdt Advisers, A Division of Federated Mdta LLC
11 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
11 years in the industry.
- Mdt Advisers, A Division of Federated Mdta LLCSep 2023 to now
- Federated Global Investment Management Corp.Sep 2023 to now
- Federated Investment CounselingSep 2023 to now
- Federated Hermes Inc.Jul 2023 to now
- Federated Securities Corp.Jul 2023 to now
- International Assets Advisory, LLCMay 2022 to Jun 2023
- Megatel Capital InvestmentsMar 2022 to Jun 2023
- Frost Investment Advisors, LLCJan 2020 to Mar 2022
- Cetera InvestorsMay 2019 to Aug 2019
- Student Managed FundJan 2019 to May 2019
- Cotton HoldingsJun 2017 to Aug 2017
- University of the Incarnate WordAug 2015 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2023
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
- 6943904
- Firm CRD
- 109355