David Middleton- Financial Advisor Bethesda, MD

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About David Middleton

Middleton Advisory is a fee-only Registered Investment Adviser in Bethesda, MD, founded by David Middleton to begin his private practice. Services are offered in the entire state and surrounding areas, with the ability to take on clients across the country. David's mission is to help clients implement the best possible investment strategies based on their unique needs.

After several years of experience at T. Rowe Price, David founded a completely independent firm, with no obligation to any broker-dealer or investment company. This allows Middleton Advisory to completely avoid investments that carry sales loads or commissions. Instead, a variety of low-cost investment funds are used to implement prudent strategies, following the principles of diversification and asset allocation.

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General Information

Firm Start Year

2010

No. of Employees

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

Bachelors of Science - Mechanical Engineering

Georgia Institute of Technology
-May 2007

Certificate in Financial Planning - Financial Planning

New York University
-May 2014

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1872565/paladinregistry-Middleton-Advisory-detailed-disclosure.html

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David Middleton

Middleton Advisory