TrueAdvisor
TrueAdvisor
EV
EV

Eva Valentine

Stirlingshire Investments
31 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Stirlingshire Investments
Compensation
Fee-Only (AUM)
Firm Size
24 advisors
Number of Clients
264 clients
Average Client Portfolio
$262K average
Assets Under Management
$69.2M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only

Location

15 W 38th St., #704, New York, NY, 10018

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Stirlingshire Investments
March 2024 - Present · 1 yr 11 mos
Stirlingshire InvestmentsBroker
February 2024 - Present · 2 yrs
Stirlingshire Investments
February 2024 - Present · 2 yrs
Previous Registrations
Prudential Financial Planning Services
April 2022 - February 2024 · 1 yr 10 mos
Pruco Securities, LLC.Broker
March 2022 - February 2024 · 1 yr 11 mos
Ameriprise Financial Services, LLC
December 2018 - October 2021 · 2 yrs 10 mos
Ameriprise Financial Services, LLCBroker
November 2018 - October 2021 · 2 yrs 11 mos
Cetera Investment Advisers LLC
November 2015 - December 2018 · 3 yrs 1 mo
Summit Brokerage Services, INC.Broker
October 2015 - December 2018 · 3 yrs 2 mos
J P Turner & Company Capital Management, LLC
December 2011 - December 2015 · 4 yrs
J.P. Turner & Company, L.L.C.Broker
December 2011 - October 2015 · 3 yrs 10 mos
Ssn Advisory, INC.
February 2010 - February 2012 · 2 yrs
Householder Group Financial Advisors, LLC
January 2010 - January 2010 · 0 mos
Securities Service Network, INC.Broker
January 2010 - December 2011 · 1 yr 11 mos
Medallion Investment Services, INC.Broker
April 2008 - December 2009 · 1 yr 8 mos
Medallion Advisory Services, LLC
April 2008 - December 2009 · 1 yr 8 mos
Portfolio Resources Group, INC.Broker
July 2003 - April 2008 · 4 yrs 9 mos
Investacorp Advisory Services INC
August 1999 - July 2003 · 3 yrs 11 mos
Investacorp, INC.Broker
June 1999 - July 2003 · 4 yrs 1 mo
Washington Square Securities, INC.Broker
August 1994 - June 1999 · 4 yrs 10 mos
Fortis Investors, INC.Broker
January 1994 - August 1994 · 7 mos
State Registrations4 states
CAFLMANY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.