Michael C. Honer

MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC

Ambler, PA

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CRD#: 5102754

Professional summary

Michael C Honer, who also goes by Michael C Honer, is a registered financial advisor currently at MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC located in Ambler, Pennsylvania and FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP. located in Ambler, Pennsylvania.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Michael has worked at 12 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael C Honer

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.

(1) Chartwell Investment Partners (Investment Related); SEC Registered Investment Advisor; National Accounts Relations since December of 2018; Approximately 128 hours/month during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael C Honer'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

March 4, 2025 - Present

MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC

RIA

CRD#: 109355

Ambler, PA

Current

March 4, 2025 - Present

FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.

RIA

CRD#: 106277

Ambler, PA

Current

March 4, 2025 - Present

FEDERATED INVESTMENT COUNSELING

RIA

CRD#: 105325

Ambler, PA

Current

March 4, 2025 - Present

FEDERATED SECURITIES CORP.

RIA

CRD#: 5009

Ambler, PA

Current

March 4, 2025 - Present

FEDERATED SECURITIES CORP.

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

RIA

CRD#: 5009

Pittsburgh, PA

Past

August 4, 2022 - March 7, 2025

CHARTWELL INVESTMENT PARTNERS, LLC

RIA

CRD#: 170335

Berwyn, PA

Past

June 30, 2022 - March 7, 2025

CARILLON FUND DISTRIBUTORS, INC.

CRD#: 139749

ST. PETERSBURG, FL

Past

February 11, 2019 - June 30, 2022

CHARTWELL INVESTMENT PARTNERS, LLC

RIA

CRD#: 170335

BERWYN, PA

Past

February 11, 2019 - June 30, 2022

CHARTWELL TSC SECURITIES CORP.

CRD#: 172196

PITTSBURGH, PA

Past

March 19, 2014 - December 10, 2018

BNY ADVISORS

RIA

CRD#: 106108

KING OF PRUSSIA, PA

Past

March 19, 2014 - December 10, 2018

PERSHING LLC

CRD#: 7560

KING OF PRUSSIA, PA

Past

September 7, 2012 - February 18, 2014

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

CONSHOHOCKEN, PA

Past

December 1, 2008 - February 18, 2014

UBS FINANCIAL SERVICES INC.

CRD#: 8174

CONSHOHOCKEN, PA

Past

April 2, 2007 - December 2, 2008

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

WEST CONSHOHOCKEN, PA

Past

April 2, 2007 - December 2, 2008

MORGAN STANLEY & CO. LLC

CRD#: 8209

WEST CONSHOHOCKEN, PA

Past

January 19, 2007 - April 2, 2007

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

WEST CONSHOHOCKEN, PA

Past

June 2, 2006 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

WEST CONSHOHOCKEN, PA

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

Alabama
(3/4/2025)

Alaska
(3/4/2025)

Arizona
(3/4/2025)

Arkansas
(3/4/2025)

California
(3/4/2025)

Colorado
(3/4/2025)

Connecticut
(3/4/2025)

Delaware
(3/4/2025)

District of Columbia
(3/4/2025)

Florida
(3/4/2025)

Georgia
(3/4/2025)

Hawaii
(3/4/2025)

Idaho
(3/4/2025)

Illinois
(3/4/2025)

IAR

Illinois
(3/4/2025)

Indiana
(3/4/2025)

Iowa
(3/4/2025)

Kansas
(3/4/2025)

Kentucky
(3/4/2025)

Louisiana
(3/4/2025)

Maine
(3/4/2025)

Maryland
(3/4/2025)

Massachusetts
(3/4/2025)

IAR

Massachusetts
(3/27/2025)

Michigan
(3/4/2025)

Minnesota
(3/4/2025)

Mississippi
(3/4/2025)

Missouri
(3/4/2025)

Montana
(3/4/2025)

Nebraska
(3/4/2025)

Nevada
(3/4/2025)

New Hampshire
(3/4/2025)

New Jersey
(3/4/2025)

New Mexico
(3/4/2025)

New York
(3/4/2025)

IAR

New York
(3/4/2025)

North Carolina
(3/4/2025)

North Dakota
(3/4/2025)

Ohio
(3/6/2025)

Oklahoma
(3/4/2025)

Oregon
(3/4/2025)

Pennsylvania
(3/4/2025)

IAR

Pennsylvania
(3/4/2025)

Puerto Rico
(3/4/2025)

IAR

Puerto Rico
(3/4/2025)

Rhode Island
(3/4/2025)

South Carolina
(3/4/2025)

South Dakota
(3/4/2025)

Tennessee
(3/4/2025)

Texas
(3/4/2025)

IAR

Texas
(3/4/2025)

Utah
(3/4/2025)

Vermont
(3/4/2025)

Virginia
(3/4/2025)

Washington
(3/4/2025)

West Virginia
(3/4/2025)

Wisconsin
(3/4/2025)

Wyoming
(3/4/2025)

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: 10/11/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 7/27/2006

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 6/1/2006

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.

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Firm Stability Insights

Michael C. Honer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael C Honer's CRS (Customer Relationship Summary).

Certified licenses

Experience

FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.

FEDERATED INVESTMENT COUNSELING

FEDERATED SECURITIES CORP.

FEDERATED SECURITIES CORP.

CHARTWELL INVESTMENT PARTNERS, LLC

CARILLON FUND DISTRIBUTORS, INC.

CHARTWELL INVESTMENT PARTNERS, LLC

CHARTWELL TSC SECURITIES CORP.

BNY ADVISORS

PERSHING LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

FEDERATED INVESTMENT COUNSELING

State Registrations and Notice Filings

Exams

Series 66

Date: 10/11/2006

SIE

Date: 10/1/2018

Series 31

Date: 7/27/2006

Series 7

Date: 6/1/2006

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

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