Eric Gutterson, financial advisor Boston MA
96 score

Eric Gutterson

CRD Number: 1365348
Current Firm: Middleton & Company Inc.

Eric Gutterson (CRD# 1365348) is an Investment Advisor Representative working at Middleton & Company Inc. in Boston, MA and has over 31 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Middleton & Company, Inc. Boston, MA May 2010 - Current 6
Lauren Capital Advisors, Llp/bny Mellon Pittsburgh, PA Oct 2002 - May 2010 7
Boston Safe Deposit & Trust/sub Of Bny Mellon Boston, MA Oct 2001 - May 2010 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1985
Contact Info for Eric N. Gutterson
Phone Number: (617)357-5101
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    607
    MILLIONS
  • Total Number of Accounts
    439
    ACCOUNTS
  • Average Account Value
    $1,383,631
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, CT, FL, MA, ME, NH, NY, SC, VA, VT

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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