Unclaimed Profile

Alice Kenney Walsh

MIDDLETON & COMPANY INC.·BOSTON, Massachusetts

Series 2, Series 22, Series 63, Series 65Clean record30 years registeredMIDDLETON & COMPANY INC.

600 ATLANTIC AVENUE; 18TH FLOOR, BOSTON, MA 02210-2211CRD# 2035254Firm CRD# 104549

Profile Verification

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

Identity

Alice Kenney Walsh · BOSTON, MA

Registration

CRD #2035254 · MIDDLETON & COMPANY INC. · 30 years registered

Brand Profile

Not yet started

Career History

MIDDLETON & COMPANY INC.

Jan 1996 – present

Registrations & Exams

FINRA examinations passed

Series 2

Series 22

Series 63

Series 65

Registration record

First registered · January 1, 1996

Years registered · 30

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MIDDLETON & COMPANY INC.

CRD 104549 · SEC 801-21247

AUM

$1.0B

Regulatory assets under management

Employees

572 client accounts

Services offered by MIDDLETON & COMPANY INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at MIDDLETON & COMPANY INC. →

Introduction

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Frequently Asked Questions

What services does Alice Kenney Walsh offer?

Alice Kenney Walsh specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.

What are Alice Kenney Walsh's credentials?

Alice Kenney Walsh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alice Kenney Walsh located?

Alice Kenney Walsh is based in BOSTON, Massachusetts, working with MIDDLETON & COMPANY INC.. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Alice Kenney Walsh charge for services?

Alice Kenney Walsh'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 MIDDLETON & COMPANY INC.?

MIDDLETON & COMPANY INC. has approximately 14 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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