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Bryan James Stirling

Advisor at Stirling Investment Management — Coatesville, PA

Updated today

Credentials

Series 65

Experience

< 1 year

Location

Coatesville, PA

Stirling Investment Management logo

Stirling Investment Management

Independent

Total advisors

1

Clients per advisor

0 Low

Avg AUM per client

—

HNW client ratio

—

About

Bryan Stirling is the sole advisor at Stirling Investment Management, holding a Series 65 credential with less than one year of experience in financial advising. His prior work history includes positions at Nimbl Digital and Amerihealth Caritas. Bryan operates an independent advisory firm based in Coatesville, Pennsylvania. Stirling Investment Management provides fee-based, customized investment advisory services to a variety of clients, including individuals, pension plans, trusts, and charitable organizations. The firm employs a tactical asset-allocation strategy combined with fundamental analysis, offering non-discretionary portfolio management where clients approve all trade recommendations.

Client services

Based on Stirling Investment Management

Portfolio management

Expertise

Based on Stirling Investment Management

Active portfolio management Options & derivatives strategies Private / alternative investments

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Fee options

Percentage

up to 1.5% per annum depending on type and complexity of strategy and account size

Other

Account minimum: $50,000 Fee-only: Annual management fee up to 1.5% per annum payable quarterly in arrears based on portfolio assets value; non-negotiable fees; may be waived or reduced for employees, directors, and officers at discretion of management

Location

Coatesville, PA

Coatesville PA

Advisors at this office

1

Most active in

Pennsylvania

Work history

< 1 year of industry experience

Nimbl Digital

2026 - Present • 1 year

Berwyn, PA

Stirling Investment Management

2025 - Present • 1 year

Coatesville, PA

Amerihealth Caritas

2023 - 2025 • 2 years

Newtown Square, PA

Davita Kidney Care

2021 - 2022 • 1 year

Malvern, PA

Magnit Global

2020 - 2021 • 1 year

Malvern, PA

UnEMPLOYED

2020 - 2020 • 1 year

Coatesville, PA

ThorLabs

2018 - 2020 • 2 years

Newton, NJ

Davita Kidney Care

2018 - 2018 • 1 year

Malvern, PA

Robert half

2017 - 2018 • 1 year

Malvern, PA

UnEMPLOYED

2017 - 2017 • 1 year

Coatesville, PA

Lehigh University

2013 - 2017 • 4 years

Bethlehem, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Jeffrey K

Series 66, AIF®, Series 7

Chadds Ford, PA

Brandywine Financial Advisors

Jeffrey Kropp is a financial advisor with OSAIC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Woodbury Financial Services, Market Street Wealth Management, USA Financial Securities Corporation, and Patriot Financial Group. He is also the owner of Brandywine Financial Advisors, a sole proprietorship offering life and health insurance and fixed annuities. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a comprehensive investment process integrating risk-tolerance assessments, asset allocation software, and portfolio optimization tools, offering both discretionary and non-discretionary management across a wide range of investment products.

Annuities General retirement planning Income planning Passive / index investing ESG / Sustainable investing Founder/Business Owner Executive Retired
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John N

Series 66

West Chester, PA

Stone Loft Wealth Management LLC

John Neal is a financial advisor at Stone Loft Wealth Management LLC with 19 years of industry experience. He holds the Series 66 designation and previously worked at The Vanguard Group and UBS Financial Services. Stone Loft Wealth Management is an independent advisory firm serving high-net-worth individuals, trusts, estates, and businesses. The firm offers discretionary wealth management and financial planning, focusing on portfolio construction with low-cost mutual funds and ETFs, combining fundamental and technical analysis within a long-term investment framework.

Wealth management Passive / index investing Active portfolio management
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Paul K

CFP®, ChFC®, Series 63, Series 65

East Fallowfield, PA

Altruistic Advisor LLC

Paul Kobilka is a CFP® and ChFC® with 12 years of industry experience. He is the principal advisor at Altruistic Advisor LLC, an independent firm he has been with since 2024. Prior to this, he worked at Brookstone Wealth Advisors, LLC and Mercer Global Advisors Inc. Paul has also owned and managed a rental property business since 1998. Altruistic Advisor LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm utilizes diversified, low-cost mutual funds and ETFs, applying fundamental and technical analysis along with artificial intelligence decision-support tools, and offers distinctive ERISA-focused retirement plan services.

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning
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Damon G

Series 63, Series 65

West Chester, PA

Jura Investments, LLC

Damon Gray is the sole advisor at Jura Investments, LLC, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has served as an Instructor of Management and Finance at Montgomery County Community College since 2015, including a term as Diversity Fellow of Finance. Jura Investments primarily serves pooled and institutional clients such as pension and profit-sharing plans, trusts, and corporate or charitable entities, while also offering services to high-net-worth individuals. The firm provides discretionary portfolio management and pension consulting, combining formal pension consulting with public educational workshops and employing a multifaceted asset allocation approach.

Private / alternative investments Active portfolio management Options & derivatives strategies
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Timothy I

Series 65

West Chester, PA

Hibernia Strategies Inc.

Timothy Ireland is a financial advisor at Hibernia Strategies Inc. He holds a Series 65 designation and has 1 year of industry experience. Prior to joining Hibernia Strategies, he has been affiliated with Hibernia Sales Corporation since 2014. Hibernia Strategies Inc. provides investment advisory and portfolio management services to a diverse client base, including individuals, family offices, pension funds, municipalities, and charitable organizations. The firm employs a combination of technical, fundamental, and cyclical analysis and typically manages accounts on a discretionary basis with an emphasis on fair allocation and performance-based fee arrangements.

Active portfolio management
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Robert P

Series 66

Chadds Ford, PA

3rd Level Analytics

Robert Peloso is a financial advisor at 3rd Level Analytics with 11 years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Bank of America from 2016 to 2024. Outside of his advisory role, he provides part-time math tutoring for high school students. 3rd Level Analytics offers portfolio management and financial planning primarily for individual and high-net-worth clients, as well as charitable organizations. The firm uses fundamental and quantitative analysis combined with modern portfolio theory to build long-term portfolios, delivering services on a primarily non-discretionary basis while clients retain trading authority.

Wealth management Real estate investing Annuities Social Security optimization College savings (529s, UTMA, etc.)
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