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CRD 2630258
Federated Investment Counseling CRD 105325
$207B regulatory AUM 35 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1001 Liberty Avenue, Pittsburgh, PA 15222-3779 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-10-14 |
| NY | RA | APPROVED | 2021-08-05 |
| PA | RA | APPROVED | 2003-09-22 |
Branch Locations
Bedford, NY • United States
1001 Liberty Avenue, Pittsburgh, PA 15222-3779 • United States
101 Park Avenue, Suite 4100, New York, NY 10178-0002 • United States
101 Park Avenue Suite 4100, New York, NY 10178-0002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-13 |
Branch Locations
101 Park Avenue Suite 4100, New York, NY 10178-0002 • United States
Bedford, NJ • United States
1001 Liberty Avenue, Pittsburgh, PA 15222-3779 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-05 |
| PA | RA | APPROVED | 2009-11-11 |
Branch Locations
1001 Liberty Avenue, Pittsburgh, PA 15222-3779 • United States
Bedford, NY • United States
101 Park Avenue, Suite 4100, New York, NY 10178 • United States
125 High Street Oliver Street Tower, 21St Floor, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-05 |
| MA | RA | APPROVED | 2010-05-12 |
Branch Locations
Bedford, NY • United States
125 High Street Oliver Street Tower, 21St Floor, Boston, MA 02110 • United States
101 Park Avenue, Suite 4100, New York, NY 10178-0002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Federated Securities Corp. | Pittsburgh | PA | 06/1995 | Present |
| Federated Hermes, Inc. | Pittsburgh | PA | 06/1995 | Present |
| Federated Investment Counseling | Pittsburgh | PA | 09/2003 | Present |
| Mdt Advisers, A Division Of Federated Mdta Llc | Boston | MA | 03/2010 | Present |
| Federated Global Investment Management Corp | New York | NY | 03/2010 | Present |
From June 2021 to present, owner of IZWT, LLC at PO Box 917 Bedford, NY 10506. Duties are not performed during trading hours and are not investment related. Time spent is approximately 1 hour a month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-06 |
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