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PALADIN RESEARCH REPORT FOR:

Martin A. Federici Jr

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Telephone Advisor
570.760.6524

I. Snapshot

A. Registry Member
  • Since 2013
B. Years of Experience
  • 11
C. College Degrees
  • Bloomsburg University - BA
D. Certifications
  • AAMS®
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    Our #1 priority at MF Advisers as an RIA firm and fiduciary is helping individuals, families, and businesses create and achieve their financial goals through expert wealth management, investment advice, and financial planning. Our business is NOTHING without our clients. At MF Advisers, we want to improve our clients' financial situations and do what is in their absolute best interest each and every time without exception.

G. Asset Requirement
  • None

II. Contact Information

A. Key Contact
  • Martin A. Federici Jr
B. Main Location
  • 91 Franklin Street
    Dallas, Pennsylvania, 18612
C. Telephone
  • 570.760.6524

III. Internet

A. Visit Website
B. Social Connections
C. View Articles

IV. Firm(s)

A. Name of Firm
  • MF Advisers, Inc.
B. Relationship to Firm
  • Owner
C. Name of RIA
  • MF Advisers, Inc.
D. Name of Broker/Dealer
  • None
E. Name(s) of Custodian(s)
  • Scottrade
  • Jefferson National
  • ASPire

V. Credentials

A. Years of Financial Experience
  • 11 Years
B. College, Degrees, Years
  • Bloomsburg University - BA
D. Association Memberships
  • None
E. Firm Credentials
  • Number of professionals 2
  • Average years of experience 24
  • Combined degrees 3
  • Combined certifications 2

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • RIA and IAR
B. Type of RIA Registration
  • State - Pennsylvania
C. Industry Licenses
  • Other
D. Registration & License Numbers
  • CRD: 5060087
  • IARD: None
  • Insurance: None
E. State Licences
  • Financial Advice, Services for Fees: See List
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • I am also the CEO of MF Tax & Accounting, Inc., a tax and accounting practice based in PA & FL.
J. View our ADV(s)
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    Our #1 priority at MF Advisers as an RIA firm and fiduciary is helping individuals, families, and businesses create and achieve their financial goals through expert wealth management, investment advice, and financial planning. Our business is NOTHING without our clients. At MF Advisers, we want to improve our clients' financial situations and do what is in their absolute best interest each and every time without exception.

B. Minimum Asset Requirement
  • None
C. Number of Current Clients
  • 130
D. Assets (Management, Advisement)
  • $13,500,000
E. Methods of Compensation
  • Hourly Fee
  • Asset-Based Fee
F. Methods of Communication
  • Face-to-Face Meetings
  • Telephone
  • Email
G. Types of Reports (Frequency)
  • Brokerage Statement (Monthly)
  • Newsletters (Monthly)
  • Other: Performance reports can be requested at any time.
H. Second Language(s)
  • None
I. Value Statement

VIII. Clients & Services

A. Types of Clients
  • Other: non-profit entities
  • Business (Taxable)
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
C. Discretionary Asset Management
  • Yes
D. Limited Engagement Services
  • Planning Only
  • Financial Plan Reviews
  • Investment Portfolio Reviews

IX. Certification

Advisor Name
  • Martin A. Federici
Most Recent Update:
  • Feb 2, 2017

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