linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Steven Weihe Middleton

Capital Portfolio Management, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Steven? Claim Your Profile

About Steven Weihe Middleton

Steven Weihe Middleton is a registered representative with Capital Portfolio Management, Inc. Steven Middleton has been in the securities industry since November 12, 2001. Steven Middleton is registered in Maryland and the District of Columbia. Steven Middleton holds the Series 7 and SIE licenses. Steven Middleton specializes in portfolio management for individuals and pension consulting.

Firm Information

Steven Middleton is currently registered with Capital Portfolio Management, Inc.. Capital Portfolio Management, Inc. is a corporation registered with the SEC and in 16 states. Founded in 1991, they provide portfolio management services for individuals, corporations, and pension plans. They manage over $17.5 million in assets, with a client base of 32 accounts. The firm has two licensed agents, two investment adviser representatives, and two registered representatives.

$17.50M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Steven Middleton’s Registration & Firm History

MD

11/12/2001 - Present

Capital Portfolio Management, Inc. (Timonium MD)

Not sure if Steven Weihe Middleton is right for you?

Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/09/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Weihe Middleton.
Not sure if Steven Weihe Middleton is right for you?