Back to top



Advisor Services

There is no Services data available to display at this time.


Funds Used With Clients

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

Firm Client types

There is no client type data to display at this time.



No timeline events available.
Employer Years Dates
Middleton & Company, Inc. 2 years, 7 months Jul 2017 - Present
Winslow Wealth Management, LLC 7 years, 2 months Dec 2012 - Present
Winslow Wealth Management, LLC 4 years, 7 months Dec 2012 - Jul 2017
Boston Financial Management 2 years, 8 months Apr 2010 - Dec 2012
Bank of Ny Mellon 2 years, 10 months Jun 2007 - Apr 2010
Bank of Ny Trust Co 1 year, 8 months Oct 2005 - Jun 2007
Bank of America 9 months Oct 2004 - Jul 2005
Banc of America Investment Services, Inc. 9 months Oct 2004 - Jul 2005
Quick & Reilly Inc 2 years Oct 2002 - Oct 2004
Fleeboston Financial 3 years, 11 months Nov 2000 - Oct 2004
Are You
Donna Marie Scotti?
  • Claim your profile
    for FREE
  • Update your
    contact information
  • Highlight your specialties
    and expertise
Claim this free profile

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Donna Scotti

There are no insights for this advisor to display at this time.


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

Licenses & Conducts

U.S. Securities and Exchange Commission
  • license status
  • disclosures
  • as of date
    Aug 26, 2017
  • license status
    Not registered
  • disclosures
  • as of date
    Sep 26, 2014
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:


Middleton & Company Inc.

Last updated on March 29, 2019
    • $801.1M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 601
    • $1.3M
      Estimated Average Account Balance


Types of Compensation Arrangements

  • Percentage Of Assets
Other Advisors in Your Area
  • Peter Joseph Dellagrotte
    Wealth Management Advisers, LLC
    Westport, CT
    View Profile
  • Carl August Friedrich
    Woodbury, NY
    View Profile
  • David Warshaw
    American Portfolios Advisors, Inc
    Garden City, NY
    View Profile
  • Charles Joseph Massimo
    Cjm Fiscal Management, Inc.
    Deer Park, NY
    View Profile
  • Patricia Rosaleen Vitale
    Total Financial Advisors, LLC
    Bethpage, NY
    View Profile
  • Theodore Robert Fisher
    J.P. Morgan Securities LLC
    Los Angeles, CA
    View Profile