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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

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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?
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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
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