Daniel James Potosky
Investment adviser representative at Mdt Advisers, A Division of Federated Mdta LLC
10 yearsExperience
4 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
10 years in the industry.
- Mdt Advisers, A Division of Federated Mdta LLCJun 2024 to now
- Federated Global Investment Management Corp.Jun 2024 to now
- Federated Investment CounselingJun 2024 to now
- Federated Hermes Inc.Jan 2024 to now
- Federated Securities Corp.Jan 2024 to now
- Revolution MortgageSep 2022 to now
- Prime Line CapitalMar 2021 to Sep 2022
- UnemployedOct 2020 to Mar 2021
- LPL Financial, LLCJun 2020 to Oct 2020
- Yts Wealth Management (lincoln Financial Securities)Jun 2020 to Oct 2020
- Yts Wealth Management (LPL Financial)Jun 2020 to Oct 2020
- Federated InvestorsMay 2019 to Aug 2019
- Federated InvestorsMay 2018 to May 2018
- Slippery Rock University of PennsylvaniaAug 2017 to May 2020
- West Moreland County Community CollegeAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 4 states (IL, MA, NY, 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
- 7256067
- Firm CRD
- 109355