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    Paladin Research Report For:

    Martin A. Federici, Jr.

    MF Advisers, Inc.

    AAMS®
    91 Franklin Street
    Dallas, PA 18612
    570-760-6524
    Visit Website
    https://mfadvisers.com/

    About Martin A. Federici, Jr.

    CEO since Jan. 2011 of 2 practices: MF Advisers, Inc. and MF Tax & Accounting, Inc. Happily married with 3 wonderful children Member of the following organizations: Luzerne Merchants Association (LMA) PA Society of Tax & Accounting Professionals (PSTAP) Specializing in the following: Financial planning for FL & PA business owners Retirement planning for PA school district employees (PSERS, 403(b)s, IRAs, etc.) Health enthusiast, basketball fan

    See Disclosures

    General Information

    Firm Start Year
    • 2011
    No. of Employees
    • 2-4
    CRD#
    • 5060087
    Firm CRD#
    • 155518
    Name of Custodial Firm
    • Charles Schwab
    States Licensed in
    • PA
    Years of Experience in Financial Services
    • 20
    Number of Years with Current Firm
    • 15
    Work Experience
    • CEO, MF Advisers, Inc. Jan. 2011  Present

      CEO, MF Tax & Accounting, Inc. Jan. 2011  Present

      Financial Advisor, Edward Jones Nov. 2005  Dec. 2010
    Work with the following types of clients
    • Businesses, Individual Investors, Non-Profit Organizations
    Advisory Services Provided
    • Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Financial Planning for Businesses

    Compliance

    Registered Investment Advisor
    • Yes
    Investment Advisor Representative
    • Yes
    Acknowledged fiduciary
    • Yes
    Compliance Disclosures in Last 5 years
    • I have a clean record
    Criminal Disclosures in Last 5 years
    • I have a clean record

    Qualifications & Membership

    Certifications, Accreditations & Designations
    • AAMS®
    Securities Licenses
    • Series 65

    Firm Information

    Firm's Number of Clients
    • 198
    Assets Managed by Firm
    • $40,500,000
    Advisor's Number of Clients
    • 198
    Total Assets Under Management by Advisor
    • $40,500,000

    Compensation and Fees

    Fee Structure
    • Fee-Only
    Minimum Portfolio Size for New Managed Accounts
    • 0
    Compensation Methods
    • Based on Assets, Hourly
    Fee % Based on Assets
    • 1%/year
    Hourly Rate
    • $175
    Additional Details on Charges
    • AUM fee is 1%/yr with breakpoints starting once clients reach $500K

    Education

    BA - History

    Bloomsburg University
    1991 -1996

    BA - History

    Bloomsburg University
    1991 -1996

    BA - History

    Bloomsburg University
    1991 -1996

    BA -

    Bloomsburg University
    -

    Disclosures

    PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

    Additional Detailed Disclosures
    https://www.paladinregistry.com/disclosure/1886613/paladinregistry-MF-Advisers,-Inc.-detailed-disclosure.html

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