Anthony Tambellini is a registered investment advisor at Mdt Advisers, a Division of Federated Mdta LLC, based in Wexford, PA, with 2 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,392 clients with $12B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
209 advisors
Number of Clients
1,392 clients
Average Client Portfolio
$8.4M average
Assets Under Management
$11.7B

Fee Structure

Investment management only (planning not offered)

Federated MDT charges a percentage of your portfolio each year. The exact percentage depends on the investment strategy and the amount of assets managed. For example, for All Cap Core, Large Cap Growth, and Large Cap Value strategies, the fee is 0.70% on the first $5 million, decreasing to 0.35% for amounts over $100 million. These fees are typically paid quarterly.

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Location

Wexford, PA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Mdt Advisers, a Division of Federated Mdta LLC
February 2024 - Present · 2 yrs 2 mos
Federated Securities CORP.
January 2024 - Present · 2 yrs 3 mos
Federated Investment Counseling
January 2024 - Present · 2 yrs 3 mos
Federated Global Investment Management CORP.
January 2024 - Present · 2 yrs 3 mos
Federated Securities CORP.
September 2023 - Present · 2 yrs 7 mos
Federated Securities CORP.Broker
September 2023 - Present · 2 yrs 7 mos
State Registrations45 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.