Menu
Menu

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Paladin Research Report For:

Martin A. Federici Jr

MF Advisers, Inc.

AAMS®
Martin A. Federici Jr, a financial fiduciary has been a Paladin Registry member since 2013. Martin A. is the owner of MF Advisers, Inc.. Martin A. holds the Accredited Asset Management Specialist certifications and has over 13 years of experience. Martin A. provides financial services to clients in the Dallas, Pennsylvania area.
Telephone
Telephone: 570-760-6524
Visit Website
http://mfadvisers.com

I. Snapshot

Part I provides key information about this advisor.
A. Registry Member
  • Since 2013
B. Years of Experience
  • 13
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

Part II provides general contact information for this advisor.
A. Key Contact
  • Martin A. Federici Jr
B. Main Location
  • 91 Franklin Street
    Dallas, Pennsylvania, 18612
C. Telephone
  • 570-760-6524

III. Internet

Part III provides the information you need to use the Internet to conduct your own online research for this professional.
A. Visit Website
B. Social Connections
C. View Blog

IV. Firm(s)

Part IV describes this advisor's relationship(s) with financial firms.
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)
  • TD Ameritrade
  • ASPire
  • Nationwide (formerly Jefferson National)

V. Credentials

Part V documents the advisor's sources of financial knowledge.
A. Years of Financial Experience
  • 13 Years
B. College, Degrees, Years
  • Bloomsburg University - BA
C. Current Certifications
D. Association Memberships
  • None

VI. Registration, Licensing,
Compliance

Part VI documents the advisor’s registrations, licensing, and compliance record(s).
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
    • Florida
    • Pennsylvania
    • Texas
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

Part VII documents information that describes this advisor's business 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
  • Skype/Video-Voice
G. Types of Reports (Frequency)
  • Brokerage Statement (mo)
  • Newsletters (mo)
  • Other: Performance reports can be requested at any time.
H. Second Language(s)
  • None
I. Value Statement

VIII. Clients & Services

Part VIII documents this advisor's clients and services.
A. Types of Clients
  • Individuals & Couples (Working)
  • Individuals & Couples (Retired)
  • 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

Advisors are required to certify the accuracy of the data in this Paladin Research Report. Advisors are responsible for keeping the report up-to-date.
Advisor Name
  • Martin A. Federici
Most Recent Update:
  • Jun 3, 2020

BASIC INFORMATION NEEDED FOR THE INQUIRY

Other

Paladin Advisors

Paladin has been an independent source of free information about financial advisors since 2003. Paladin also provides free tools that help consumers select the best financial advisors. Paladin’s most popular service matches investors to financial advisors who meet their specific requirements.

Connect with us

  • Office Address
    12150 Monument Drive, Suite 400
    Fairfax, VA, 22033
  • Telephones
    Tel: 703-651-2060
    Fax: 703-259-4487
  • Social Networks

Learn More

Copyright 2021. Paladin Registry. All rights reserved.