Middleton Advisory

Middleton Advisory (CRD# 155334) is a financial advisory firm headquartered in Bethesda, MD. They manage $6,138,056 in 23 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $266,872
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MD

Financial Advisors at Middleton Advisory
Showing 1 - 1 of 1 top financial advisors.
1
David L. Middleton
CRD#: 5398638
3 Bethesda Metro Center, Suite 700, Bethesda, MD 20814
96
Wealthminder
score

David Middleton (CRD# 5398638) is an Investment Advisor Representative working at Middleton Advisory in Bethesda, MD and has over 8 years of experience in the finance industry. David Middleton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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