JR
JR

John Rush

21 Years of Experience
Pittsburgh, PA
Broker

John Rush is a registered investment advisor at Mdt Advisers, a Division of Federated Mdta LLC, based in Pittsburgh, PA, with 21 years of industry experience. John 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.

Loading...

Location

1001 Liberty Avenue, Pittsburgh, PA, 15222-3779

Get directions

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.

Learn about disclosures →
Other Business Activities

John is the president of Bristol Holdings, Ltd. since 1994, an activity that is not investment related. This takes about 10-20% of his time.

Employment History
Current Registrations
Federated Securities CORP.
November 2009 - Present · 16 yrs 6 mos
Federated Investment Counseling
January 2005 - Present · 21 yrs 4 mos
Federated Securities CORP.
July 2004 - Present · 21 yrs 10 mos
Federated Securities CORP.Broker
July 2004 - Present · 21 yrs 10 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
John Rush - Financial Advisor | TrueAdvisor