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RIA / WealthAdvisorChartered Financial Analystdual registered (broker-dealer)19 years in industry

JEREMY A TAYLOR

Advisor at FEDERATED INVESTMENT COUNSELING

Boston, MA | Stoneham, MA | PITTSBURGH, PA | BOSTON, MA | NEW YORK, NY

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Search this name across graphsid dfx:ria:a9731fe0-7653-e011-6ed6-48dacc95fed0

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 1
On other graphs: 0
Observed: May 17, 2007 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FEDERATED INVESTMENT COUNSELING
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 15, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 4
Registered states: 6
Designations: Chartered Financial Analyst
Exams: S66
First exam: May 15, 2007
First registration: May 17, 2007
Dual registered: yes, broker-dealer
IAPD individual key: 5236055

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC	Asset manager	Oct 24, 2025	n/a	yes	BOSTON, MA\|Stoneham, MA	Current employment
FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.	Asset manager	Oct 24, 2025	n/a	yes	Boston, MA\|NEW YORK, NY\|Stoneham, MA	Current employment
FEDERATED INVESTMENT COUNSELING	Institutional manager	Oct 24, 2025	n/a	yes	Boston, MA\|Stoneham, MA\|PITTSBURGH, PA	Current employment
FEDERATED SECURITIES CORP.	No RAUM reported	Oct 24, 2025	n/a	yes	Boston, MA\|PITTSBURGH, PA\|Stoneham, MA	Current employment
CATHOLIC INVESTMENT SERVICES, INC.	Asset manager	Jun 2, 2020	Feb 4, 2025	no	BOSTON, MA	Previous registration
NATIXIS ADVISORS, LLC	Bd affiliated wealth	Feb 21, 2013	Mar 5, 2019	no	BOSTON, MA	Previous registration
MANULIFE INVESTMENT MANAGEMENT (US) LLC	Asset manager	Nov 17, 2010	Feb 4, 2013	no	BOSTON, MA	Previous registration
JOHN HANCOCK INVESTMENT MANAGEMENT LLC	Asset manager	Sep 21, 2010	Dec 31, 2010	no	BOSTON, MA\|BOSTON, MA	Previous registration
PRINCIPAL SECURITIES, INC.	Bd affiliated wealth	Feb 7, 2008	Sep 22, 2008	no	WALTHAM, MA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	May 17, 2007	Jan 2, 2008	no	BURLINGTON, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CATHOLIC INVESTMENT SERVICES, INC.	FEDERATED SECURITIES CORP.	Feb 4, 2025	Oct 24, 2025	262	Firm change	Other
NATIXIS ADVISORS, LLC	CATHOLIC INVESTMENT SERVICES, INC.	Mar 5, 2019	Jun 2, 2020	455	Firm change after gap	Other
MANULIFE INVESTMENT MANAGEMENT (US) LLC	NATIXIS ADVISORS, LLC	Feb 4, 2013	Feb 21, 2013	17	Firm change	Other
JOHN HANCOCK INVESTMENT MANAGEMENT LLC	MANULIFE INVESTMENT MANAGEMENT (US) LLC	Dec 31, 2010	Nov 17, 2010	-44	Bulk transfer	Other
PRINCIPAL SECURITIES, INC.	JOHN HANCOCK INVESTMENT MANAGEMENT LLC	Sep 22, 2008	Sep 21, 2010	729	Firm change after gap	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	PRINCIPAL SECURITIES, INC.	Jan 2, 2008	Feb 7, 2008	36	Firm change	Other

Relationships

Registered with (10)

→ FEDERATED INVESTMENT COUNSELINGRegistered adviserregistration: current employment
Oct 24, 2025 to presentfactForm ADV
→ FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.Registered adviserregistration: current employment
Oct 24, 2025 to presentfactForm ADV
→ MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLCRegistered adviserregistration: current employment
Oct 24, 2025 to presentfactForm ADV
→ FEDERATED SECURITIES CORP.Registered adviserregistration: current employment
Oct 24, 2025 to presentfactForm ADV
→ CATHOLIC INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Jun 2, 2020 to Feb 4, 2025factForm ADV
→ NATIXIS ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 21, 2013 to Mar 5, 2019factForm ADV
→ MANULIFE INVESTMENT MANAGEMENT (US) LLCRegistered adviserregistration: previous registration
Nov 17, 2010 to Feb 4, 2013factForm ADV
→ JOHN HANCOCK INVESTMENT MANAGEMENT LLCRegistered adviserregistration: previous registration
Sep 21, 2010 to Dec 31, 2010factForm ADV
→ PRINCIPAL SECURITIES, INC.Registered adviserregistration: previous registration
Feb 7, 2008 to Sep 22, 2008factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
May 17, 2007 to Jan 2, 2008factForm ADV

Dated events

Occurred
Feb 4, 2025
Advisor changed firm
Jeremy A Taylor left Catholic Investment Services, Inc. for Federated Securities Corp. (registered 2025-10-24)
Form ADVobserved 4 days ago