Chief Investment Officer · Middleton & Company Inc.
Robert G. Bruch
CRD 6699901 · Named on Form ADV at one SEC-registered adviser
At a glance
Middleton & Company Inc., an SEC-registered wealth manager based in Boston, MA with $1.2 billion in regulatory assets, lists Robert G. Bruch on its Form ADV as Chief Investment Officer, a control person.
Firms and roles
- Middleton & Company Inc.Chief Investment OfficerWealth manager · Boston, MA · $1.2B in regulatory assets
AtlasMembers
Robert’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- John K. SargentChief Executive Officer; Managing Director, Middleton & Company Inc.
- Maria McCormackManaging Director, Middleton & Company Inc.
- Christopher P. MerkleChief Compliance Officer, Middleton & Company Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.