Back to top

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Other Financial Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Mf Advisers, Inc. (155518) 6 years, 11 months Jan 2011 - Present
Edward Jones 5 years, 1 month Nov 2005 - Dec 2010

Designations & Memberships

  • Accredited Asset Management Specialist
    Designation
    Accredited Asset Management Specialist
    Individuals holding this designation are well versed in asset management processses, asset allocation and selection, taxation of investment products, investments and insurance for both individuals and businesses

Articles and Answers

Insights by Martin Federici

Five Tips to Prepare For Taxes
Published 2017-01-09 08:53:54
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    There are no answers for this advisor to display at this time.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Nov 2, 2015
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      Aug 21, 2016
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Advisor

    Last updated on Nov. 10, 2016
      • $0
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 0
        number of clients
      • $0
        Estimated Average Account Balance Per Client

    Mf Advisers, Inc.

    Last updated on Jan. 11, 2017
      • $17.2M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 312
        Accounts
      • $55.0K
        Estimated Average Account Balance

    Fees

    Fee Only Advisor
    $
    This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

    Types of Compensation Arrangements