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Maria Mccormack

Investment adviser representative at Middleton & Company Inc.
23 yearsExperience
1 stateRegistered in
CFADesignation
$1.2BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

23 years in the industry.

  1. Middleton & Company Inc.May 2003 to now

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (MA).

Middleton & Company Inc.

$1.2BAssets managed
368Clients
7Advisers
42 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4673957
Firm CRD
104549
Advisor's SEC record (opens in a new tab)
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