TrueAdvisor
TrueAdvisor
KM
KM

Kevin Dennis Meyer

Stirlingshire Investments
15 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

Carlsbad, CA

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Stirlingshire Investments
February 2025 - Present · 1 yr
Stirlingshire InvestmentsBroker
February 2025 - Present · 1 yr
Stirlingshire Investments
February 2025 - Present · 1 yr
Previous Registrations
Equitable Advisors, LLC
July 2023 - February 2025 · 1 yr 7 mos
Equitable Advisors, LLCBroker
July 2023 - February 2025 · 1 yr 7 mos
Morgan StanleyBroker
February 2023 - May 2023 · 3 mos
Morgan Stanley
February 2023 - May 2023 · 3 mos
Ameriprise Financial Services, LLC
August 2021 - January 2023 · 1 yr 5 mos
Ameriprise Financial Services, LLCBroker
August 2021 - January 2023 · 1 yr 5 mos
Cuso Financial Services, L.P.
December 2015 - August 2021 · 5 yrs 8 mos
Cuso Financial Services, L.P.Broker
December 2015 - August 2021 · 5 yrs 8 mos
TD Ameritrade, INC.Broker
November 2014 - September 2015 · 10 mos
Wells Fargo Advisors, LLCBroker
November 2012 - March 2013 · 4 mos
Wells Fargo Advisors, LLC
November 2012 - March 2013 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2009 - March 2012 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2008 - March 2012 · 3 yrs 10 mos
New England SecuritiesBroker
January 2008 - April 2008 · 3 mos
State Registrations5 states
CAFLNCNYTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.