Matthew Phillip Middleton
Investment adviser representative at Advisor Resource Council
11 yearsExperience
1 stateRegistered in
$3.5BFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Advisor Resource Council LLCApr 2021 to now
- LPL Financial LLCJan 2021 to now
- The Colony Wine BarNov 2021 to Aug 2022
- 3 Nations BrewingOct 2019 to Mar 2021
- Hilton HotelsJan 2015 to Oct 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
Advisor Resource Council
$3.5BAssets managed
11,836Clients
84Advisers
14 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
- 7295267
- Firm CRD
- 164109