Stirlingshire Investments
Firm details
- Headquarters
- New York, New York
- CRD number
- 310576
- Registered since
- June 8, 2022
- Website
- www.stirlingshire.com
Firm profile
FINTRXOverview
Stirlingshire Investments is organized as a limited liability company with ownership recorded as a mix of a domestic entity and an individual. The firm’s public dataset provides only high-level descriptors: it is classified as "unclassified," is not identified as a capital allocator, and is not flagged as an active ESG investor. Other operational flags included in the dataset indicate it is not a multi-state adviser, not newly formed, not a pension consultant, and not listed as a related adviser. Available records do not include narrative detail about the firm’s advisory services, target client segments, or fee arrangements. Those elements of the firm’s business model were not supplied in the dataset used for this profile.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Candice Gilman
Chief Compliance OfficerCRD 5226511

Steven Woods
Founder & CEOCRD 5715598
Mara London
Chief Compliance OfficerCRD 1299148
Contacts
3 of 29
Brian Callanan
Registered RepresentativeCRD 5752195

Helen Dao
Financial AdvisorCRD 5107692

Andrew Gersbach
Registered RepresentativeCRD 5111620
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 15 W 38th St
- Time zone
- ET (UTC-5)
- Office locations
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