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6 advisors near New York, NY
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Hylton D
Series 63, Series 65
Orlando, FL
Stirlingshire Investments
Hylton Davis is a financial advisor at Stirlingshire Investments with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PFS Investments Inc. and Primerica Financial Services since 2014. Outside of his advisory role, Davis is involved in accounting and bookkeeping through his ownership of Affordable Accounting Bookkeeping & Taxes LLC and CCLG Global LLC. Stirlingshire Investments provides discretionary portfolio management to individuals, trusts, and other entities, serving both non-high-net-worth and high-net-worth clients. The firm offers a broad range of investment options and employs multiple analytical methods, including quantitative, fundamental, and technical approaches, with both long- and short-term trading strategies.
Steven W
Series 63, Series 66
New York, NY
Stirlingshire Investments
Steven Woods is a financial advisor at Stirlingshire Investments with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Worden Capital Management LLC and Laidlaw and Company. In addition to his advisory role, he serves as CEO and Chairman of the Board for Stirlingshire Investments, Inc., the parent company of the affiliated broker-dealer and RIA. Stirlingshire RIA LLC offers discretionary portfolio management to individuals, trusts, and other entities, serving both non-high-net-worth and high-net-worth clients. The firm employs a multi-method investment approach and provides access to a wide range of investment types, with model strategies available through the Advyzon marketplace and no account minimum for advisory services.
Robert T
CFP®, Series 63
Saddlebrook, NJ
Stirlingshire Investments
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.
Jared G
Series 65, Series 66
New York, NY
Stirlingshire Investments
Jared Goldstine is a financial advisor at Stirlingshire Investments with seven years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Park Avenue Securities, Guardian Life Insurance Company, Northwestern Mutual, Cistron Investment Advisors, and RBJ Financial Group. Goldstine serves as vice president of First Choice Networking Group, a professional networking organization, on a volunteer basis. Stirlingshire Investments provides discretionary portfolio management to individuals, trusts, and other entities, serving both non‑high-net-worth and high-net-worth clients. The firm employs multiple analytical methods and offers a range of investment types, including mutual funds, ETFs, fixed income, REITs, private placements, and venture/alternative vehicles.
Daniel D
Series 63, Series 65
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.
Michael C
Series 63, Series 65
New York, NY
Stirlingshire Investments
Michael Collesano is a financial advisor at Stirlingshire Investments with four years of industry experience. He holds Series 63 and Series 65 licenses and has a legal background as the president of Michael Collesano LLM PC, a New York State licensed attorney and real estate broker. He also owns NYC Property Expo Inc., a Manhattan residential real estate brokerage. Stirlingshire Investments provides discretionary portfolio management to individuals, trusts, and other entities across both non-high-net-worth and high-net-worth segments. The firm employs a diverse investment approach combining quantitative, fundamental, technical, and modern portfolio theory analyses, offering a range of investment types and model strategies through its Advyzon marketplace.
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6 advisors near New York, NY
Based on your filters