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Financial ADVSR advisor directory · SEC adviser records

Stirlingshire Investments financial advisors in Ohio

Every SEC-registered investment adviser representative at a Stirlingshire Investments office in Ohio, by city and A to Z.

The short answer

3 registered advisors work at Stirlingshire Investments in Ohio, out of 26 nationwide; it's the firm's number 2 state by advisors, and the most are in Toledo (2). 0 list the CFP designation and 2 are also registered broker representatives.

Stirlingshire Investments advisors by city in Ohio

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Toledo 2Columbus 1

Stirlingshire Investments advisors in Ohio, A to Z

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Stirlingshire Investments advisors in every state →Stirlingshire Investments: assets, clients and custodians →Advisor Moves: who changed firms this week →

Stirlingshire Investments in other states

New York 10Texas 3

Questions

How many Stirlingshire Investments financial advisors are in Ohio?

3 investment adviser representatives are registered at Stirlingshire Investments offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 26 at the firm nationwide. 0 list the CFP designation and 2 are also registered as broker representatives.

Where in Ohio does Stirlingshire Investments have the most advisors?

Toledo, with 2, then Columbus (1). Stirlingshire Investments has advisors in 2 cities in Ohio.

How do I check a Stirlingshire Investments advisor in Ohio?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Stirlingshire Investments office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.