AdvisorOS Directory
Claim Profile
PM

Paul Middlemiss

LPL FINANCIAL LLC·BOSTON, Massachusetts
Unclaimed Profile
75 STATE STREET, 22ND FLOOR, BOSTON, MA 02109CRD# 2069562Firm CRD# 6413
01

About

Paul Middlemiss is a registered financial advisor based in BOSTON, Massachusetts, affiliated with LPL FINANCIAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
LPL FINANCIAL LLC
LPL FINANCIAL LLC
AUM
$463.5B
Regulatory assets under management
Employees
35841
Total firm employees
View all advisors at LPL FINANCIAL LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 2069562
Firm CRD# 6413
12 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BOSTON?

Browse all registered financial advisors in BOSTON, Massachusetts or claim this profile if it's yours.

Browse BOSTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Paul Middlemiss offer?
Paul Middlemiss specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Paul Middlemiss's credentials?
Paul Middlemiss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Middlemiss located?
Paul Middlemiss is based in BOSTON, Massachusetts, working with LPL FINANCIAL LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Paul Middlemiss charge for services?
Paul Middlemiss's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LPL FINANCIAL LLC?
LPL FINANCIAL LLC has approximately 35841 employees and manages $463.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BOSTON
Abigail Marie Armstrong — SIGNATOR INVESTORS, INC.Thomas Chan Lin Seto — EATON VANCE WATEROAK ADVISORSPaul Wold Bouchey — EATON VANCE WATEROAK ADVISORSMichael F Hogan — WINDHAVEN INVESTMENT MANAGEMENT, INC.Steven Mr. Moore — SIGNATOR FINANCIAL SERVICES, INC.
Nearby cities in Massachusetts
CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)
City Guides
CAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile