Stirlingshire Investments

Stirlingshire Investments (CRD# 327779) is a financial advisory firm headquartered in New York, NY. They manage $36,957,914 in 97 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
15 W 38th St., #704, New York, NY 10018
https://www.facebook.com/stirlingshireinvestments
By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    97
    ACCOUNTS
  • Average Account Value
    $381,009
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, GA, IL, MA, NC, NY, OH, PA, TX

Financial Advisors at Stirlingshire Investments
Showing 1 - 9 of 9 top financial advisors.
1
Kyle Cronan, financial advisor The Woodlands TX
Kyle T. Cronan
CRD#: 3041874
The Woodlands, TX

Kyle Cronan (CRD# 3041874) is an Investment Advisor Representative working at Stirlingshire Investments in The Woodlands, TX and has over 19 years of experience in the finance industry.

2
Richard Debono, financial advisor New York NY
Richard S. Debono
CRD#: 2882335
15 W 38th St., #704, New York, NY 10018

Richard Debono (CRD# 2882335) is an Investment Advisor Representative working at Stirlingshire Investments in New York, NY and has over 25 years of experience in the finance industry.

3
Rolandus Johnson, financial advisor Woodway TX
Rolandus Johnson
CRD#: 6411445
Woodway, TX

Rolandus Johnson (CRD# 6411445) is an Investment Advisor Representative working at Stirlingshire Investments in Woodway, TX and has over 9 years of experience in the finance industry.

4
James Lee, financial advisor Simi Valley CA
James D. Lee
CRD#: 5352058
Simi Valley, CA

James Lee (CRD# 5352058) is an Investment Advisor Representative working at Stirlingshire Investments in Simi Valley, CA and has over 16 years of experience in the finance industry.

5
Kathleen Phan, financial advisor West Covina CA
Kathleen X. Phan
CRD#: 4705029
West Covina, CA

Kathleen Phan (CRD# 4705029) is an Investment Advisor Representative working at Stirlingshire Investments in West Covina, CA and has over 19 years of experience in the finance industry.

6
James Webb, financial advisor Conroe TX
James P. Webb
CRD#: 872943
Conroe, TX

James Webb (CRD# 872943) is an Investment Advisor Representative working at Stirlingshire Investments in Conroe, TX and has over 31 years of experience in the finance industry.

7
David Gluckle, financial advisor Bowling Green OH
David J. Gluckle
CRD#: 6217439
Bowling Green, OH

David Gluckle (CRD# 6217439) is an Investment Advisor Representative working at Stirlingshire Investments in Bowling Green, OH and has 1 year of experience in the finance industry.

8
Michael Saenz, financial advisor Houston TX
Michael D. Saenz
CRD#: 7678142
Houston, TX

Michael Saenz (CRD# 7678142) is an Investment Advisor Representative working at Stirlingshire Investments in Houston, TX and has 1 year of experience in the finance industry.

9
Steven Woods, financial advisor New York NY
Steven M. Woods
CRD#: 5715598
15 W 38th St., #704, New York, NY 10018

Steven Woods (CRD# 5715598) is an Investment Advisor Representative working at Stirlingshire Investments in New York, NY and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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