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MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC

BOSTON, MA · CRD 109355 · IAPD ↗ · 617-235-7100

$25.95BRegulatory AUM
19Advisory reps
21Employees
7Clients
n/aPlanning clients
0Private funds
52States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

75
April 2026 — MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC reported RAUM up 122% ($11.66B -> $25.95B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
April 2026 — MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC grew from 14 to 19 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
74
April 2025 — MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC reported RAUM up 75% ($6.67B -> $11.66B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
66
April 2024 — MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC reported RAUM up 33% ($5.03B -> $6.67B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.