Kerry Stirton (CRD# 4510252) is an Investment Advisor Representative working at Longwall Family Office in Toronto, and has over 22 years of experience in the finance industry.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Longwall Investment Partners, LLC | Westport, CT | Mar 2023 - Current | 1 |
| Praxia Financial Services, Llc Dba Longwall Investment Partners | Westport, CT | Jul 2021 - Feb 2023 | 1 |
| Alignvest Investment Management -northpoint | Toronto, | Jan 2017 - May 2021 | 4 |
| Tetrem Capital Management | Toronto, | Dec 2015 - Jan 2017 | 1 |
| Cibc Asset Management | Toronto, | Jun 2012 - Nov 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2002 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2021 |
- CT
-
Total Assets Under Management207MILLIONS
-
Total Number of Accounts81ACCOUNTS
-
Average Account Value$2,560,935
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
CT, IL
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