Federated Securities Corp.

Broker-DealerFINRA MemberEst. 2009
Total AUM
Accounts
0
Employees
311
Advisory reps
255
Brokerage reps
216
Avg account
$0

Firm details

Headquarters
Pittsburgh, Pennsylvania
CRD number
5009
Registered since
August 17, 2009
Fee structure
Other
Services
Educational Seminars / Workshops

Firm profile

FINTRX

Overview

Federated Securities Corp. is a corporation registered with the SEC since 2009 that operates primarily as a broker-dealer and seller of other financial products. The firm also runs educational seminars and workshops as part of its advisory activities. FINTRX flags the entity as having related-adviser relationships and lists roles that include sponsorship or management of pooled investment vehicles (sponsor of LPs, GP/managing member). The firm is not identified as an active ESG investor and is classified as “Unclassified” with a fee structure noted as “Other.” FINTRX indicates the owner type as a domestic entity/individual and that Federated is not designated as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Thomas Robert Donahue

    Thomas Robert Donahue

    Chief Financial Officer, Vice PresidentCRD 2766434

  • Stephen Van Meter

    Stephen Van Meter

    Vice President and Chief Compliance OfficerCRD 6020413

  • John Donahue

    John Donahue

    President, Chief Executive OfficerCRD 814703

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Contacts

3 of 251
  • John Rush

    John Rush

    Senior Client ManagerCRD 4794177

  • Diane Robinson

    Diane Robinson

    Senior Vice PresidentCRD 2991779

  • Philip Hoffman

    Philip Hoffman

    Client Engagement Center AssociateCRD 8012959

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 29

Active vs passive

$271M in ETFs

Passive

51%

$137M

Active

35%

$134M

ETFProviderStyleCategoryValueShares% of portfolio
FEDERATED HERMES SHORT DURATION CORPORATE ETF (FCSH)Federated HermesActiveShort Term Bond$50.2M2,065,68918.55%

Location

Primary office

Pittsburgh, PA

Allegheny

Location

Pittsburgh, PA

Headquartered in Pittsburgh, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.

Metro area
Pittsburgh-New Castle-Weirton, PA-OH-WV
Region
Northeast
County
Allegheny
Address
1001 Liberty Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth