Jeremy A. Taylor

MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC

BOSTON, MA 02110

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CRD#: 5236055

Professional summary

Jeremy A Taylor is a registered financial advisor currently at MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC located in Boston, Massachusetts and FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP. located in Stoneham, Massachusetts.

Jeremy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Jeremy has worked at 14 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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)Catholic Investment Services, Inc.; Boston, MA; Investment Related; Began 02/28/2019; Help Catholic institutions with Catholic aligned investments; Director, Investor Relations; Business development and sales distribution; 160 hours per month. In addition to being an Investment Advisor Representative of Catholic Investment Services, Inc., this associate is a Registered Representative of Foreside Fund Services, LLC, an unaffiliated Broker Dealer. The associate is a Registered Representative for purposes of Foreside Fund Services, LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy A Taylor'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

October 24, 2025 - Present

MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC

Office #1: 125 High Street Oliver Street Tower 21st Floor, Boston, MA, 02110

RIA

CRD#: 109355

BOSTON, MA

Current

October 24, 2025 - Present

FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.

RIA

CRD#: 106277

Stoneham, MA

Current

October 24, 2025 - Present

FEDERATED INVESTMENT COUNSELING

RIA

CRD#: 105325

Stoneham, MA

Current

October 24, 2025 - Present

FEDERATED SECURITIES CORP.

Office #1: 125 High Street Oliver Street Tower 21st Floor, Boston, MA, 02110

RIA

CRD#: 5009

Boston, MA

Current

October 23, 2025 - Present

FEDERATED SECURITIES CORP.

Office #1: 125 High Street Oliver Street Tower 21st Floor, Boston, MA, 02110

RIA

CRD#: 5009

Boston, MA

Past

June 2, 2020 - February 4, 2025

CATHOLIC INVESTMENT SERVICES, INC.

RIA

CRD#: 172467

BOSTON, MA

Past

March 21, 2019 - January 17, 2025

FORESIDE FUND SERVICES, LLC

CRD#: 46106

Boston, MA

Past

February 21, 2013 - March 5, 2019

NATIXIS ADVISORS, LLC

RIA

CRD#: 106800

BOSTON, MA

Past

February 7, 2013 - March 5, 2019

NATIXIS DISTRIBUTION, LLC

CRD#: 34754

BOSTON, MA

Past

February 8, 2012 - December 31, 2012

JOHN HANCOCK DISTRIBUTORS LLC

CRD#: 5249

BOSTON, MA

Past

November 17, 2010 - February 4, 2013

MANULIFE INVESTMENT MANAGEMENT (US) LLC

RIA

CRD#: 106435

BOSTON, MA

Past

November 12, 2010 - February 4, 2013

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

CRD#: 28262

BOSTON, MA

Past

September 27, 2010 - November 9, 2010

JOHN HANCOCK DISTRIBUTORS LLC

CRD#: 5249

BOSTON, MA

Past

September 21, 2010 - December 31, 2010

JOHN HANCOCK INVESTMENT MANAGEMENT LLC

RIA

CRD#: 105790

BOSTON, MA

Past

February 7, 2008 - September 22, 2008

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

WALTHAM, MA

Past

January 24, 2008 - September 22, 2008

PRINCIPAL SECURITIES, INC.

CRD#: 1137

WALTHAM, MA

Past

May 17, 2007 - January 2, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

BURLINGTON, MA

Past

February 9, 2007 - January 2, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

BURLINGTON, MA

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
(10/24/2025)

Alaska
(10/28/2025)

Arizona
(10/30/2025)

Arkansas
(11/3/2025)

California
(10/29/2025)

Colorado
(10/24/2025)

Connecticut
(10/29/2025)

Delaware
(10/29/2025)

District of Columbia
(10/30/2025)

Florida
(11/4/2025)

Georgia
(10/30/2025)

Hawaii
(11/3/2025)

Idaho
(10/29/2025)

Indiana
(10/30/2025)

Iowa
(11/3/2025)

Kansas
(10/24/2025)

Kentucky
(10/27/2025)

Louisiana
(10/28/2025)

Maine
(10/27/2025)

Maryland
(10/29/2025)

Massachusetts
(10/24/2025)

IAR

Massachusetts
(11/4/2025)

Michigan
(10/27/2025)

Minnesota
(10/27/2025)

Mississippi
(10/27/2025)

Missouri
(10/23/2025)

Montana
(10/31/2025)

Nebraska
(10/24/2025)

Nevada
(10/27/2025)

New Hampshire
(10/28/2025)

New Jersey
(10/29/2025)

New Mexico
(10/29/2025)

New York
(10/28/2025)

North Carolina
(10/24/2025)

North Dakota
(10/20/2025)

Ohio
(10/23/2025)

Oklahoma
(10/27/2025)

Oregon
(10/27/2025)

Pennsylvania
(10/24/2025)

IAR

Pennsylvania
(10/24/2025)

Puerto Rico
(10/27/2025)

IAR

Puerto Rico
(10/27/2025)

Rhode Island
(10/24/2025)

South Carolina
(10/28/2025)

South Dakota
(10/27/2025)

Tennessee
(10/29/2025)

Texas
(10/24/2025)

IAR

Texas
(10/24/2025)

Utah
(10/24/2025)

Vermont
(10/29/2025)

Virginia
(10/24/2025)

Washington
(10/24/2025)

Wisconsin
(10/29/2025)

Wyoming
(10/24/2025)

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: 5/15/2007

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: 10/12/2016

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 2/8/2007

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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BOSTON, MA

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Advisor Monitoring

Firm Stability Insights

Jeremy A. Taylor

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy A Taylor's CRS (Customer Relationship Summary).

Certified licenses

Experience

FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.

FEDERATED INVESTMENT COUNSELING

FEDERATED SECURITIES CORP.

FEDERATED SECURITIES CORP.

CATHOLIC INVESTMENT SERVICES, INC.

FORESIDE FUND SERVICES, LLC

NATIXIS ADVISORS, LLC

NATIXIS DISTRIBUTION, LLC

JOHN HANCOCK DISTRIBUTORS LLC

MANULIFE INVESTMENT MANAGEMENT (US) LLC

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

JOHN HANCOCK DISTRIBUTORS LLC

JOHN HANCOCK INVESTMENT MANAGEMENT LLC

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

FEDERATED INVESTMENT COUNSELING

State Registrations and Notice Filings

Exams

Series 66

Date: 5/15/2007

SIE

Date: 10/1/2018

Series 31

Date: 10/12/2016

Series 7

Date: 2/8/2007

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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