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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
    • Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Education Funding and Planning

    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 -

    Bloomsburg University
    -

    BA - History

    Bloomsburg University
    1991 -1996

    BA - History

    Bloomsburg University
    1991 -1996

    BA - History

    Bloomsburg University
    1991 -1996

    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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