Stirlingshire Investments

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
32
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
310576
Registered since
June 8, 2022

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Candice Gilman

    Candice Gilman

    Chief Compliance OfficerCRD 5226511

  • Steven Woods

    Steven Woods

    Founder & CEOCRD 5715598

  • Mara London

    Chief Compliance OfficerCRD 1299148

Contacts

3 of 29
  • Brian Callanan

    Brian Callanan

    Registered RepresentativeCRD 5752195

  • Helen Dao

    Helen Dao

    Financial AdvisorCRD 5107692

  • Andrew Gersbach

    Andrew Gersbach

    Registered RepresentativeCRD 5111620

Unlock 26 more contacts →

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth