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Anthony Tambellini

Mdt Advisers, a Division of Federated Mdta LLC
3 Years of Experience
Wexford, PA
Broker
View SEC Summary
View SEC Summary

Anthony Tambellini is a registered investment advisor at Mdt Advisers, a Division of Federated Mdta LLC, based in Wexford, PA, with 3 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 2,360 clients with $26B in assets under management.

Mdt Advisers, a Division of Federated Mdta LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
207 advisors
Number of Clients
2,360 clients
Average Client Portfolio
$11.0M average
Assets Under Management
$25.9B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M0.70%
$5.0M - $25.0M0.60%
$25.0M - $50.0M0.50%
$50.0M - $100.0M0.40%
$100M+0.35%

Schedule represents Managed Accounts for All Cap Core, Balanced, Large Cap Growth, and Large Cap Value. Different strategies (such as Small Cap and Mid Cap) and Separate Accounts have different fee schedules. Fees are generally payable quarterly in arrears and are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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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 8 mos
Federated Securities CORP.
January 2024 - Present · 2 yrs 9 mos
Federated Investment Counseling
January 2024 - Present · 2 yrs 9 mos
Federated Global Investment Management CORP.
January 2024 - Present · 2 yrs 9 mos
Federated Securities CORP.
September 2023 - Present · 3 yrs 1 mo
Federated Securities CORP.Broker
September 2023 - Present · 3 yrs 1 mo
State Registrations45 states
ALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCUTVAVTWAWVWY
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.
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