Unclaimed Profile

William Erastus Middlebrooks

PENINSULA ASSET MANAGEMENT INC·BRADENTON, Florida

Series 22, Series 65Clean record44 years registeredPENINSULA ASSET MANAGEMENT INC

1001 3RD AVENUE WEST, BRADENTON, FL 34205CRD# 1121285Firm CRD# 108600

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Erastus Middlebrooks · BRADENTON, FL

Registration

CRD #1121285 · PENINSULA ASSET MANAGEMENT INC · 44 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PENINSULA ASSET MANAGEMENT INC

PENINSULA ASSET MANAGEMENT INC

May 1982 – Dec 2025

BRADENTON, FL

Registrations & Exams

FINRA examinations passed

Series 22

Series 65

Registration record

First registered · May 26, 1982

Years registered · 44

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PENINSULA ASSET MANAGEMENT INC

CRD 108600 · SEC 801-17065

AUM

$256M

Regulatory assets under management

Employees

191 client accounts

Services offered by PENINSULA ASSET MANAGEMENT INC

Per Form ADV

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PENINSULA ASSET MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does William Erastus Middlebrooks offer?

William Erastus Middlebrooks specializes in Investment Management, Fee-Only Advisory.

What are William Erastus Middlebrooks's credentials?

William Erastus Middlebrooks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Erastus Middlebrooks located?

William Erastus Middlebrooks is based in BRADENTON, Florida, last registered with PENINSULA ASSET MANAGEMENT INC.

How does William Erastus Middlebrooks charge for services?

William Erastus Middlebrooks's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PENINSULA ASSET MANAGEMENT INC?

PENINSULA ASSET MANAGEMENT INC has approximately 3 employees and manages $256M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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