Unclaimed Profile

Donna Marie Scotti

MIDDLETON & COMPANY INC.·BOSTON, Massachusetts

Series 7, Series 63, Series 65Clean record13 years registeredMIDDLETON & COMPANY INC.

600 ATLANTIC AVENUE; 18TH FLOOR, BOSTON, MA 02210-2211CRD# 2003205Firm CRD# 104549

Profile Verification

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

Identity

Donna Marie Scotti · BOSTON, MA

Registration

CRD #2003205 · MIDDLETON & COMPANY INC. · 13 years registered

Brand Profile

Not yet started

Career History

CAPTRUST

Feb 2025 – present

BOSTON FINANCIAL MANAGEMENT LLC

Sep 2022 – Feb 2025

BOSTON, MA

MIDDLETON & COMPANY INC.

Aug 2017 – Aug 2022

BOSTON, MA

WINSLOW WEALTH MANAGEMENT LLC

Dec 2012 – Aug 2017

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · December 13, 2012

Years registered · 13

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 Donna Marie Scotti offer?

Donna Marie Scotti specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.

What are Donna Marie Scotti's credentials?

Donna Marie Scotti is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donna Marie Scotti located?

Donna Marie Scotti is based in BOSTON, Massachusetts, working with MIDDLETON & COMPANY INC.. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Donna Marie Scotti charge for services?

Donna Marie Scotti'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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