Back to top

Overview

Services

Advisor Services

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

Funds

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.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Middleton & Company, Inc. 2 years, 2 months Jul 2017 - Present
Winslow Wealth Management, LLC 6 years, 9 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.

Answers

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

Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Aug 26, 2017
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • 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:

Assets

Middleton & Company Inc.

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

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
Other Advisors in Your Area
  • Gregory Brown
    Pathway Financial Planning
    Novi, MI
    View Profile
  • Hoover & Associates Financial Services, Inc.
    Sigma Financial Corporation
    Royal Oak, MI
    View Profile
  • Nathan J. Bopp, MBA, AIF®, CFP®
    Mbs Financial Planning Services, Inc
    Uniontown, OH
    View Profile
  • Glen Hahlen, CFP®, AIF®
    Mbs Financial Planning Services, Inc
    Uniontown, OH
    View Profile
  • Frederick Banyon
    American Trust Investment Services, Inc.
    Chicago, IL
    View Profile
  • Matthew Edwin Myland
    Gmf Private Wealth Management, Lp
    Rockledge, FL
    View Profile