Join the Federation
Access professional advocacy without maintaining in-house expertise
Membership Benefits
The Federation provides independent dealers with the resources, advocacy, and community they need to thrive in today's regulatory environment.
Direct Regulatory Access
Direct interaction with regulators and the SRO on policy matters affecting your business.
Five Annual Meetings
Regular member meetings plus an annual dinner and conference for networking and education.
Educational Webinars
Member discussions on regulatory consultations and industry developments.
Curated Newsletters
Stay informed with regular updates covering industry trends and regulatory changes.
Dealer Memberships
Tiered pricing based on registrant count. All rates are plus applicable taxes. Membership is subject to approval.
Starter
0-10 Registrants
- Full member benefits
- Regulatory advocacy
- Member meetings access
- Newsletter subscription
Growing
11-50 Registrants
- Full member benefits
- Regulatory advocacy
- Member meetings access
- Newsletter subscription
Established
51-250 Registrants
- Full member benefits
- Regulatory advocacy
- Member meetings access
- Newsletter subscription
Large
251-1,000 Registrants
- Full member benefits
- Regulatory advocacy
- Member meetings access
- Newsletter subscription
Enterprise
1,000+ Registrants
- Full member benefits
- Regulatory advocacy
- Member meetings access
- Newsletter subscription
Carrying Dealer
No Registrants
- Full member benefits
- Regulatory advocacy
- Member meetings access
- Newsletter subscription
Affiliate Memberships
For mutual fund companies, manufacturers, corporations, and service providers looking to connect with the independent dealer community. All rates are plus applicable taxes. Membership is subject to approval.
Fund Company
Mutual Fund Company / Manufacturer
- Access to member community
- Event participation
- Networking opportunities
- Industry visibility
Service Provider
Corporation / Service Provider
- Access to member community
- Event participation
- Networking opportunities
- Industry visibility
Ready to Join?
Contact us, join a meeting, and acquaint yourself with our group. Our Executive Director is available to answer your questions.