MP
MP
Middleton Parker is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
Loading...
Location
3280 Peachtree Road Northeast, Suite 2000, Pwm, Atlanta, GA, 30305
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2008Denied
Other Business Activities
Middleton is a manager at Parker Pulliam LLC, an investment partnership, since 2008. Middleton also dedicates minimal time as a board member for the University of Georgia Foundation and serves on the investment committee for Marist School, both in advisory roles.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
January 2003 - June 2009 · 6 yrs 5 mos
Morgan Stanley & CO. IncorporatedBroker
September 2002 - June 2009 · 6 yrs 9 mos
J.P. Morgan Securities INC.Broker
February 2000 - May 2002 · 2 yrs 3 mos
Hambrecht & Quist LLCBroker
September 1999 - February 2000 · 5 mos
The Robinson-Humphrey Company, LLCBroker
December 1998 - September 1999 · 9 mos
State Registrations25 states
ALARCACODCDEFLGAILKYLAMDMNNCNHNJNMNYOHPASCTNTXVAWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.