TrueAdvisor
TrueAdvisor
AS
AS
View SEC Summary
Areas of Practice
Investment Management
Federated Investment Counseling
Compensation
Fee-Only (AUM)
Firm Size
241 advisors
Number of Clients
8,578 clients
Average Client Portfolio
$23.3M average
Assets Under Management
$199.6B

Fee Structure

Financial Planning:Investment management only

Location

Pittsburgh, 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
Federated Securities CORP.
March 2025 - Present · 11 mos
Federated Investment Counseling
March 2025 - Present · 11 mos
Federated Global Investment Management CORP.
March 2025 - Present · 11 mos
Mdt Advisers, a Division of Federated Mdta LLC
March 2025 - Present · 11 mos
Federated Securities CORP.
January 2025 - Present · 1 yr 1 mo
Federated Securities CORP.Broker
January 2025 - Present · 1 yr 1 mo
State Registrations44 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.