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Paul Uhlman

Truste President CEO at Federated Investment Counseling

Investment adviser and broker registrations

Paul Uhlman is Truste President CEO of Federated Investment Counseling, a Pittsburgh investment adviser managing $207B. Paul Uhlman has been registered as an investment adviser representative through Federated Investment Counseling since 9 September 2002, has 35 years in the industry across 5 firms and has passed 7 licensing exams.

35
Years in industry
24
Years at firm
5
Adviser firms
6
States registered

From the IAPD record · data retrieved 17 October 2026 · page updated 20 October 2026SEC record

Career

Paul Uhlman has been Truste President CEO of Federated Investment Counseling since April 2026. Paul Uhlman is a control person of the firm and directly owns under 5% of it. Paul Uhlman holds an MBA from Columbia Business School and a BA in Economics from the University of Pittsburgh.

Federated Investment Counseling is a Pittsburgh, PA firm with $207B under management, 8,721 clients and 141 advisers across 3 offices, as of its September 2026 filing.

Federated Hermes’ March 2026 information statement describes Paul Uhlman’s sales leadership roles since 2010 and announces his transition to president and CEO of the Federated Advisory Companies, effective April 30, 2026.

  1. Federated International Securities Corp.
    – · under a year
    Pittsburgh, PA · Adviser representative · Firm CRD 290173
  2. Federated Global Investment Management Corp.Also current
    – present · 16 years
    , · Adviser representative · Firm CRD 106277
  3. Mdt Advisers, A Division Of Federated Mdta LLCAlso current
    – present · 16 years
    , · Adviser representative · Firm CRD 109355
  4. Federated Securities Corp.Also current
    – present · 16 years
    , · Adviser representative · Firm CRD 5009
  5. Federated Investment CounselingCurrent
    – present · 24 years
    , · Adviser representative · Firm CRD 105325
  6. Federated Securities Corp.Also current
    – present · 35 years
    Pittsburgh, PA · Adviser representative and broker · Firm CRD 5009

Credentials and registrations

Investment adviser representative registrations

Illinois14 October 2022
Status
Approved
Massachusetts12 May 2010
Status
Approved
New York5 August 2021
Status
Approved
Pennsylvania9 September 2002
Status
Approved
Puerto Rico22 January 2008
Status
Approved
Texas2 June 2003
Status
Approved

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 666 September 2002
Name
Uniform Combined State Law Examination
Series 2414 May 2002
Name
General Securities Principal Examination
Series 719 November 2001
Name
General Securities Representative Examination
Series 2229 December 1999
Name
Direct Participation Programs Representative Examination
Series 2627 February 1998
Name
Investment Company Products/Variable Contracts Principal Examination
Series 6330 November 1990
Name
Uniform Securities Agent State Law Examination
Series 629 November 1990
Name
Investment Company Products/Variable Contracts Representative Examination

Individual record

Full name
Paul Adam Uhlman
CRD
2043674

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Paul Uhlman work?

Paul Uhlman has been Truste President CEO of Federated Investment Counseling since April 2026, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 8 September 2026

Is Paul Uhlman a financial advisor?

Yes. Paul Uhlman has a current investment-adviser registration in Illinois, Massachusetts, New York, Pennsylvania, Puerto Rico and Texas, through Federated Investment Counseling since September 2002.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Paul Uhlman have?

Paul Uhlman has 35 years in the financial industry, since March 1991, across 5 adviser firms.

Source: IAPD individual record, checked 17 October 2026

What exams has Paul Uhlman passed?

Paul Uhlman has passed 7 licensing exams: the Series 6, Series 63, Series 26, Series 22, Series 7, Series 24 and Series 66. The earliest, the Series 6, was passed in November 1990. FINRA credited Paul Uhlman with the SIE, which began in October 2018.

Source: IAPD individual record, checked 17 October 2026

Leadership at Federated Investment Counseling

Sources

  1. IAPD individual record, CRD 2043674. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Federated Investment Counseling, filed 8 September 2026. Title, control and ownership bands.
  3. Federated Hermes, Inc. information statement, March 17, 2026, p. 6. Biography, education.

Retrieved 17 October 2026. The SEC record may have been amended since.

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