Frederick MiddletonCRD Number: 333839
Current Firm: Sendero Wealth Management, LLC
Frederick Middleton (CRD# 333839) is an Investment Advisor Representative working at Sendero Wealth Management, LLC in San Antonio, TX and has over 35 years of experience in the finance industry.
Boynton Financial LLC
S.b. Value Partners, LP
Wells Fargo Clearing Services, LLC
|Sendero Securities, LLC||San Antonio, TX||Aug 2020 - Current||2|
|Sendero Wealth Management, LLC||San Antonio, TX||Aug 2020 - Current||2|
|Sendero Securities, LLC||San Antonio, TX||Sep 2017 - Aug 2020||2|
|Sendero Wealth Management, LLC||San Antonio, TX||Dec 2007 - Aug 2020||12|
|Sendero Securities, LLC||San Antonio, TX||Jul 2008 - Sep 2017||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1987|
|S65||NASAA Investment Advisors Law Examination||Aug 1999|
Total Assets Under Management4,263MILLIONS
Total Number of Accounts1,500ACCOUNTS
Average Account Value$2,841,956
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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