Unclaimed Profile

Edward Stuart Foss

FEDERATED MDTA LLC·BOSTON, Massachusetts

Series 6, Series 63, Series 65Clean record23 years registeredFEDERATED MDTA LLC

125 HIGH STREET, BOSTON, MA 02110CRD# 4630830Firm CRD# 109355

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Edward Stuart Foss · BOSTON, MA

Registration

CRD #4630830 · FEDERATED MDTA LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FEDERATED MDTA LLC

FEDERATED INVESTMENT COUNSELING

Mar 2021 – Jul 2023

Scottsdale, AZ

MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC

Jun 2003 – Jul 2023

Scottsdale, AZ

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · June 13, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FEDERATED MDTA LLC

CRD 109355 · SEC 801-55094

AUM

$6.7B

Regulatory assets under management

Employees

954 client accounts

Services offered by FEDERATED MDTA LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

Nonprofits & Foundations

View all advisors at FEDERATED MDTA LLC →

Introduction

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Frequently Asked Questions

What services does Edward Stuart Foss offer?

Edward Stuart Foss specializes in Investment Management, Retirement Planning, Wealth Management.

What are Edward Stuart Foss's credentials?

Edward Stuart Foss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Edward Stuart Foss located?

Edward Stuart Foss is based in BOSTON, Massachusetts, last registered with FEDERATED MDTA LLC.

How does Edward Stuart Foss charge for services?

Edward Stuart Foss's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FEDERATED MDTA LLC?

FEDERATED MDTA LLC has approximately 17 employees and manages $6.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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