Littell E. Wilson

MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC

San Francisco, CA

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CRD#: 1011871

Professional summary

Littell Edward Wilson JR, who also goes by Tell Wilson, is a registered financial advisor currently at MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC located in San Francisco, California and FEDERATED INVESTMENT COUNSELING located in San Francisco, California.

Littell is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1981. Littell has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 3, Series 5 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tell Wilson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Littell Edward Wilson JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 1, 2010 - Present

MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC

RIA

CRD#: 109355

San Francisco, CA

Current

December 1, 2010 - Present

FEDERATED INVESTMENT COUNSELING

RIA

CRD#: 105325

San Francisco, CA

Current

December 1, 2010 - Present

FEDERATED SECURITIES CORP.

RIA

CRD#: 5009

SAN FRANCISCO, CA

Current

August 16, 2021 - Present

FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.

RIA

CRD#: 106277

San Francisco, CA

Current

December 19, 2008 - Present

FEDERATED SECURITIES CORP.

Office #1: 1001 Liberty Avenue, Pittsburgh, PA 15222-3779

RIA

CRD#: 5009

Pittsburgh, PA

Past

December 1, 2010 - December 31, 2013

FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.

RIA

CRD#: 106277

NEW YORK, NY

Past

November 6, 2008 - December 23, 2008

THOMAS GROUP CAPITAL

CRD#: 112901

ATLANTA, GA

Past

April 1, 2005 - August 27, 2007

TETON INVESTMENT PARTNERS, LLC

CRD#: 122569

ATLANTA, GA

Past

June 7, 2000 - April 13, 2005

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

BALTIMORE, MD

Past

July 1, 1994 - June 10, 2000

J.C. BRADFORD & CO.

CRD#: 1287

NEW YORK, NY

Past

December 14, 1987 - July 5, 1994

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

November 13, 1981 - December 23, 1987

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FEDERATED INVESTMENT COUNSELING

FEDERATED HERMES CW HENDERSON DIVISION | FEDERATED INVESTMENT COUNSELING (INCLUDING ITS FEDERATED HERMES CW HENDERSON DIVISION) | FEDERATED INVESTMENT COUNSELING | FEDERATED HERMES CW HENDERSON, A DIVISION OF FEDERATED INVESTMENT COUNSELING

CRD#: 105325 / SEC#: 801-34611

RIA

Registered Investment Advisory firm - (6/12/1989 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(12/19/2008)

IAR

Illinois
(10/14/2022)

IAR

Massachusetts
(1/3/2011)

IAR

New York
(8/16/2021)

IAR

Pennsylvania
(12/2/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/29/2010

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/2/1981

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 6/21/1993

National Commodity Futures Examination

General Industry/Product Exam

Series 5

Date: 12/12/1981

Interest Rate Options Examination

General Industry/Product Exam

Series 7

Date: 10/17/1981

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

FEDERATED INVESTMENT COUNSELING

CRD#: 105325 / SEC#: 801-34611

RIA

Registered Investment Advisory firm - (6/12/1989 Approved)

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Contact information

Main Address

1001 Liberty Avenue, Pittsburgh, PA 15222-3779

Mailing Address

Phone number

(412) 288-1900

Established

Firm type

Fiscal year end

# of Employees

213

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIC SUMMARY OF CHANGES (3/14/2025)

2025 FIC FORM ADV PART 2 (3/14/2025)

Regulatory assets under management

Total Number of Accounts	8,579
AUM (Assets Under Management)	$ 199,641,239,415

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/23/2024	Cover Page	Report
10/11/2023	Cover Page	Report
07/29/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Littell E. Wilson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Littell Edward Wilson JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

FEDERATED INVESTMENT COUNSELING

FEDERATED SECURITIES CORP.

FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.

FEDERATED SECURITIES CORP.

FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.

THOMAS GROUP CAPITAL

TETON INVESTMENT PARTNERS, LLC

LEGG MASON WOOD WALKER, INCORPORATED

J.C. BRADFORD & CO.

UBS FINANCIAL SERVICES INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

FEDERATED INVESTMENT COUNSELING

State Registrations and Notice Filings

Exams

Series 66

Date: 11/29/2010

Series 63

Date: 10/2/1981

SIE

Date: 10/1/2018

Series 3

Date: 6/21/1993

Series 5

Date: 12/12/1981

Series 7

Date: 10/17/1981

FINRA

Current Firm

FEDERATED INVESTMENT COUNSELING

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FEDERATED INVESTMENT COUNSELING

TRUST BUT VERIFY

Contact information

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