Robert Michael Troyano

Advisor at Stirlingshire Investments — Saddlebrook, NJ

Updated today

Credentials

CFP®, Series 7, Series 63

Experience

33 years

Location

Saddlebrook, NJ 07663

Stirlingshire Investments logo

Stirlingshire Investments

Team

Total advisors

27

Across 24 offices

Clients per advisor

40 Low

Avg AUM per client

$228,408 Very Low

HNW client ratio

32% Typical

Why did you become a financial advisor?

Seeing my parents struggle with money inspired me to teach clients how to do better with their finances

About

Robert Troyano is a CFP® with over 33 years of experience in financial advisory and accounting. He is currently with Stirlingshire Investments and has held prior roles at Grove Point Investments, RMT Wealth Management, H. Beck, and Edwards & Troyano. In addition to his advisory work, he owns an accounting practice and is involved in life and health insurance sales.

Stirlingshire Investments provides discretionary portfolio management to individuals, trusts, and various entities, serving both non‑high-net-worth and high-net-worth clients. The firm utilizes multiple methods of analysis and offers a broad range of investment types, including model strategies available through the Advyzon marketplace.

Client services

Based on Stirlingshire Investments

Portfolio management Selection of other advisers

Expertise

Options & derivatives strategies Active portfolio management Private / alternative investments Roth conversion strategy

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Fee options

Percentage

$0 - $250,000: 2.00% $250,001 - $500,000: 1.75% $500,001 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.25% $3,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%

Commissions

Commissions on investment products when acting as a registered representative of affiliated Broker-Dealer (Stirlingshire BD LLC). Fees charged on a per-transaction basis according to SBD Fee Schedule.

Location

See office

Saddlebrook, NJ

299 Market Street

Saddlebrook NJ 07663

Advisors at this office

1

Most active in

New Jersey

Work history

33 years of industry experience

Stirlingshire Investments

2025 - Present • 1 year

New York, NY

Grove Point Investments, LLC

2021 - 2025 • 4 years

Rockville, MD

Grove Point Advisors, LLC

2021 - 2025 • 4 years

Rockville, MD

RMT Wealth Management, LLC

2014 - 2016 • 2 years

Saddle Brook, NJ

H. Beck, Inc.

2010 - 2021 • 11 years

Rockville, MD

Edwards & Troyano

2003 - 2019 • 16 years

Saddle Brook, NJ

Robert Troyano, Sole Proprietor

1995 - Present • 31 years

Saddle Brook, NJ

Robert Troyano, CPA

1989 - Present • 37 years

Saddle Brook, NJ

First Investors Corporation

1986 - 1987 • 1 year

Disclosures

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

Business activities & affiliations

Brandon F

CPA, Series 65

Township of Washington, NJ

Capital Gains Advisory

Brandon G. Furlan is an advisor at Capital Gains Advisory LLC, a New Jersey fee-only registered investment adviser, and holds the Series 65. He is also a Certified Public Accountant licensed in New Jersey. Before Capital Gains Advisory, he earned a B.S. in Accounting from Rutgers University and spent several years in Finance Transformation at a Big Four consulting firm.

Cash flow / budgeting Tax strategies for small businesses Entity structure planning (LLC, S-Corp) Retirement plans for business owners (SEP, solo 401k) Passive / index investing Founder/Business Owner Young Professionals

Tomas G

CFP®, Series 66, CIMA®, CPWA®

Summit, NJ

Beacon Hill Private Wealth LLC

Tomas Geoghegan is a CFP® and Series 66–registered financial advisor with 23 years of industry experience. He has been with Beacon Hill Private Wealth LLC since 2016, where he is the sole advisor. The firm provides comprehensive wealth management and planning services to individuals, high-net-worth families, trusts, institutions, and businesses. Beacon Hill employs an evidence-based, largely passive investment approach focused on global diversification, modest factor tilts, and high-quality fixed income to manage portfolio volatility, and it offers distinctive pension-consulting services including plan investment platform analysis and participant education.

Retirement income strategy Wealth management Tax-loss harvesting RSUs / ISOs / NSOs Retirement withdrawal strategies Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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Cyrus E

Series 65

Glen Ridge, NJ

Eslami & Co. Wealth Management, LLC

Cyrus Eslami is the principal advisor at Eslami & Co. Wealth Management, LLC, an independent firm based in Glen Ridge, NJ. He holds a Series 65 designation and has one year of industry experience. Outside of his advisory role, he is the founding engineer at Warmer, a company that develops AI-powered software to streamline financial advisor workflows, and he independently develops automated and semi-automated mid-frequency trading strategies in U.S. futures markets. Eslami & Co. provides discretionary investment management and financial planning services to individuals and high-net-worth clients using a blended active/passive approach across ETFs, mutual funds, and alternative risk premia. The firm incorporates tax-aware overlay strategies via third-party Sub-Advisors and manages client portfolios with a focus on verification and ongoing monitoring of these engagements.

Tax-loss harvesting Active portfolio management Passive / index investing Retirement income strategy Business exit / sale strategy

Zachary S

Series 63, Series 65

Cresskill, NJ

IRON Financial LLC

Zachary Sirota is a financial advisor at IRON Financial LLC with five years of industry experience. He previously worked at CAMPAIGN Capital LLC and B. Riley Securities, Inc., and has credentials including Series 63 and Series 65 licenses. IRON Financial LLC provides discretionary portfolio management and financial planning services to individuals, trusts, charities, corporations, and pooled investment vehicles. The firm manages approximately $472 million in assets, employing a combination of fundamental, technical, and quantitative analysis across various equity, fixed-income, and multi-asset strategies.

Concentrated stock management Private / alternative investments Founder/Business Owner Executive
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Daniel D

Series 63, Series 65, Series 7, Series 24

New York, NY

Stirlingshire Investments

Daniel Drahos is a financial advisor with Stirlingshire Investments, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Monmouth Capital Management, Worden Capital Management LLC, and Aegis Capital Corp. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non-high-net-worth and high-net-worth clients. The firm employs a range of investment approaches, including quantitative, fundamental, technical, and modern portfolio theory, and offers access to various investment types such as mutual funds, ETFs, fixed income, REITs, private placements, and alternative vehicles.

Options & derivatives strategies Active portfolio management Private / alternative investments Annuities

Eric S

CFP®, AIF®

New York, NY

Retirable

Eric Schwartz is a Senior Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional with over seven years of experience supporting clients through retirement planning and broader financial decision-making. His work spans retirement income planning, insurance planning, estate considerations, tax-aware strategies, and comprehensive financial planning. Before joining Retirable, Eric held planning and leadership roles at several financial firms, including Drucker Wealth Management and Mid Atlantic Retirement Planning Specialist. Across these roles, he worked closely with individuals and families to develop and monitor long-term financial strategies, with a particular focus on retirement transitions and ongoing planning needs. Eric earned a bachelor’s degree in Financial Planning and Finance from the University of Delaware. He obtained his CFP® certification and Accredited Investment Fiduciary® (AIF®) designation in 2022, reflecting his commitment to professional standards, fiduciary responsibility, and ongoing education. Eric takes a holistic approach to financial planning, working with clients to understand their goals, concerns, and financial circumstances so they can move forward with clarity and confidence as they plan for the next stage of life.

General retirement planning Retirement income strategy Retirement withdrawal strategies Wealth management Life insurance needs analysis Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)
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