Caroline Marfino Martin
Investment adviser representative at Mdt Advisers, A Division of Federated Mdta LLC
12 yearsExperience
5 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 LLCNov 2025 to now
- Federated Global Investment Management CorpNov 2025 to now
- Federated Investment CounselingNov 2025 to now
- Federated Hermes IncJun 2025 to now
- Federated Securities CorpJun 2025 to now
- Lawley InsuraceMay 2024 to Aug 2024
- Duquesne UniversityAug 2021 to May 2025
- Jewish Community CenterJun 2021 to Feb 2025
- Amherst Community Church Child Care CenterSep 2020 to Jul 2021
- Amherst Central High SchoolSep 2017 to Jun 2021
- Christ the King Elementary SchoolSep 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 5 states (IL, MA, NY, PR, 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
- 8118170
- Firm CRD
- 109355