Advisor at Stirlingshire Investments — Saddlebrook, NJ
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 7, Series 63
Experience Industry experience
33 years
Location
Saddlebrook, NJ 07663
Stirlingshire Investments
Team
Seeing my parents struggle with money inspired me to teach clients how to do better with their finances
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.
$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 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.
Saddlebrook, NJ
299 Market Street
Saddlebrook NJ 07663
Advisors at this office
1
New Jersey
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
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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