MM
MM

Matthew Middleton

11 Years of Experience
Fort Wayne, IN
Broker

Matthew Middleton is a registered investment advisor, based in Fort Wayne, IN, with 11 years of industry experience.

Location

Fort Wayne, IN

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Matthew is an administrative representative of a RIA, spending about half his time trading. He is also an agent with Valoris Wealth and the president of Northwest Passage Community Association, Inc., dedicating a few hours per week to each.

Employment History
Current Registrations
Cambridge Investment Research, INC.
January 2025 - Present · 1 yr 8 mos
Cambridge Investment Research Advisors, INC.
January 2025 - Present · 1 yr 8 mos
Cambridge Investment Research, INC.Broker
January 2025 - Present · 1 yr 8 mos
Previous Registrations
Osaic Fa, INC.
January 2022 - January 2025 · 3 yrs
Osaic Fa, INC.Broker
April 2015 - January 2025 · 9 yrs 9 mos
Lincoln Financial Distributors, INC.Broker
April 2014 - May 2015 · 1 yr 1 mo
State Registrations5 states
AZDEILINKY
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.
Matthew Middleton - Financial Advisor | TrueAdvisor