Joshua Nathaniel Wertkin
Investment adviser representative at Mdt Advisers, A Division of Federated Mdta LLC
11 yearsExperience
3 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 LLCJan 2022 to now
- Federated Global Investment Management Corp.Jan 2022 to now
- Federated Investment CounselingJan 2022 to now
- Federated Hermes Inc.Nov 2021 to now
- Federated Securities Corp.Nov 2021 to now
- Indiana Housing AuthorityJul 2021 to Nov 2021
- UnemployedJan 2020 to Jul 2021
- AXA FinancialMay 2018 to Aug 2018
- Penn StateAug 2015 to Dec 2019
- Laborers Local 1058Jun 2015 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 6974193
- Firm CRD
- 109355