Barry Hilliard (CRD# 6060838) is an Investment Advisor Representative working at Middleton & Company Inc. in Boston, MA and has over 11 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Middleton & Company, Inc. | Boston, MA | May 2021 - Current | 2 |
| Santander Bank, Na | Boston, MA | Sep 2018 - Apr 2021 | 2 |
| Santander Securities, LLC | San Juan, PR | May 2015 - Apr 2021 | 5 |
| Unemployed | Easton, MA | Mar 2014 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2012 |
- MA
-
Total Assets Under Management1,041MILLIONS
-
Total Number of Accounts572ACCOUNTS
-
Average Account Value$1,819,442
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CT, FL, MA, MD, ME, MN, NC, NH, NJ, NY, RI, SC, TX, VA, VT
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