Barry Lewis Hilliard
Investment adviser representative at Middleton & Company Inc.
11 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
11 years in the industry.
- Middleton & Company, Inc.May 2021 to now
- Santander Bank, NASep 2018 to Apr 2021
- Santander Securities, LLCMay 2015 to Apr 2021
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
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
- 6060838
- Firm CRD
- 104549